MoneyWellth Reviews & Product Details

This platform is recommended by my company owner who lives in USA to improve my finances. Though I am living in india can not use all features of it still he recommended me and I like it because of follwing reason:

1. It is easy to use and plan finances.

2. Easy to implement and set financial goals which I want to achive.

3. I use this platform dailly as it also provide authentic knowlage(videos) which helps me lot to learn and improve my finances.

4. Great customer support avilable. There AI is giving lot of solutions and usfull articles. Review collected by and hosted on G2.com.

Till date I don't have anyting that I do not like about this platform. So sorry guys.. Review collected by and hosted on G2.com.

It provides more personalized experience which helps me meet my financial milestones and saves a lot of time. It is very easy to navigate and understand what the platform offers for the users. It generates reports to track my expenses periodically. Review collected by and hosted on G2.com.

It is a great platform put together. If there is one thing that needs to be improved then try to bring more customization. I have experienced technical bugs quite a few times but got resolved with customer support. Review collected by and hosted on G2.com.

It helps with tracking expenditure to allow for better money management. That painful headache associated with worrying about finances is reduced since the App promotes intentional spending. Its easy to use also with an interactive interface. Review collected by and hosted on G2.com.

Its a bit difficult to integrate with lesser known financial institutions or if you are outside of the USA. Review collected by and hosted on G2.com.

There are a few things I like about it the most.

1) I can prepare the budget easily for all my needs and wants and even categorise them for better use and reporting.

2) It gives a comprehensive report to track all the expenses monthly or annually and check where the leakage is to control the costing.

3) I usually invest in various asset classes like stocks, bonds, crypto, and NFTs. Money Wellth helps to prepare the budget for all of them by allowing me to add the app names through which I make investments. Review collected by and hosted on G2.com.

Nothing as such but there is one thing I dislike the most - It doesn't allow me to carry forward the remaining amount which was supposed to be invested.

For example, my monthly budget for investing in stocks is 10,000. Now, I added 10,000 to my stock investment app in January. But I only invested 8,000, so 2,000 is the remaining amount. Money Wellth assumes I invested the whole 10,000 and will add new money in February. But 2,000 is still remaining. If I add another 10,000 in February, then my cash balance would be 12,000, which means an excess of 2,000 as per Money Wellth.

This needs to be fixed immediately for smooth functioning. Review collected by and hosted on G2.com.

I haven't been using this long but I just started focusing more on my budget and how to stay in control of my spending and so I tried MoneyWellth. So far it's been easy to manoevre and its really interesting to see how regular inexpensive purchases can really affect your savings. Review collected by and hosted on G2.com.

No dislikes so far, but my friend said it would be a great feature if there was goal tracking. Review collected by and hosted on G2.com.

MoneyWellth is very easy to use and it was also implemented with so much less effort. We urge all our employees to use MoneyWellth daily for their financial stability. The Financial features of MoneyWellth are very useful to each employee of ours. The customer support of MoneyWellth is up to the mark and resolves any query within a day. MoneyWellth was integrated very successfully in our company and many employees are taking advantages of its financial services. Review collected by and hosted on G2.com.

The feature where one can set a goal to achieve financially is very rigid, It should be flexible so that employees can set their own goals properly Review collected by and hosted on G2.com.

MoneyWellth offers many benefits. It helps you invest towards specific financial goals. It automatically creates diversified portfolios based on your risk , spreading your investments across different asset classes to minimize risk. Its also easy and accessible. It makes everything easy even for beginners. Review collected by and hosted on G2.com.

There is nothing that i dislike about MoneyWellth. Review collected by and hosted on G2.com.

MoneyWellth is easy to use and has various tools that help me manage my finances Review collected by and hosted on G2.com.

There is nothing I can think of at the moment Review collected by and hosted on G2.com.

MoneyWellth has an enormous collection of articles from the basic budgeting techniques to retirement planning which has enriched my knowledge regarding financial matters. Anyone can benefit from the clear videos and articles that explain financial concepts. Review collected by and hosted on G2.com.

There are no many functionalities for goal tracking as we would expect from an effective tool. I am unable to provide time dependent targets or milestones for my financial goals and this makes it hard for me to track my progress and stay on track. Review collected by and hosted on G2.com.

Just a single dashboard to understand all your spending habits along with the categories and the graphs it shows is awesome Review collected by and hosted on G2.com.

It takes some time to get used to and manage the navigation. This can be made easier Review collected by and hosted on G2.com.