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Wealth Wise

Wealth Wise is a robust personal finance app designed to help users manage their finances effortlessly. Users can set monthly incomes, categorize expenses, and track spending in real time. With seamless bank account integration via the Plaid API, the app automatically captures transactions from debit and credit cards, providing an accurate view of financial activities. The app also streamlines bill management with due date reminders and features a stock portfolio tracker that offers real-time market updates to assess net worth. Wealth Wise provides a free trial with flexible subscription options through RevenueCat APIs, and push notifications keep users informed of essential financial updates and reminders.

Year

2024

Project Type

Mobile App Development

Industry

Personal Finance

01
Plaid-powered bank account integration
02
Automatic transaction syncing from cards
03
Bill management with due date reminders
04
Stock portfolio tracking and net worth
05
RevenueCat subscriptions and free trial
06
Push notifications for updates and reminders

Problem Statement

Manual tracking makes finances error-prone and incomplete.

Users lack a unified view of bills, spending, and investments.

Subscription and alert management are scattered across apps.

Description

Our Solution

Aggregate accounts, bills, and investments in one place.

Automated syncing, reminders, and portfolio insights.

Subscriptions via RevenueCat and timely push notifications.

Description
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