+
+

Related Products

  • Martus
    141 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Monarch Money
    5 Ratings
    Visit Website
  • Sage Intacct
    7,935 Ratings
    Visit Website
  • Quick Consols
    49 Ratings
    Visit Website
  • Kantata
    2,261 Ratings
    Visit Website
  • Budgyt
    281 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • WiseStamp
    700 Ratings
    Visit Website
  • Datagate Telecom Billing
    11 Ratings
    Visit Website

About

FinWise is a modern personal finance management tool that lets you manage your personal finances simply. FinWise includes budgeting, net-worth tracking, financial planning and forecasting, reports and insights, and more.

About

Tracking your net worth with vaultbox is an easy step to improve your finances. vaultbox allows you to organize and protect all your financial information in one place. With vaultbox's smart legacy management function, users may appoint personal delegates or a professional deputy to recover and grant access to their nominated confidants, family members, business partners, or legal representatives. A tool to manage your assets/liabilities and have an overall view of your net worth. A cloud-based legacy management service. A digital safety deposit box for uploading records, securely accessible from anywhere. vaultbox Essential gets you started with the basic tools you need, and it’s free. vaultbox Pro’s additional storage allows you to be more detailed and thorough. It also opens door to vaultbox’s smart legacy planning. With vaultbox Pro, you can appoint personal delegates and professional deputies, the people you entrust to execute your instructions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

FinWise is best suited for any individual wanting more control over their personal finances.

Audience

Companies and individuals seeking a solution to track their net worth and store all their vital information and documents

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$6.99
Free Version
Free Trial

Pricing

$4.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FinWise
Founded: 2023
United States
finwiseapp.io

Company Information

vaultbox
Singapore
www.vaultbox.tech/

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Categories

Categories

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Cloud Storage Features

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Digital Asset Management Features

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Integrations

No info available.

Integrations

No info available.
Claim FinWise and update features and information
Claim FinWise and update features and information
Claim vaultbox and update features and information
Claim vaultbox and update features and information