Holistic Wealth Management
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About
Connect your financial accounts to automatically track spending, net worth, investments, and real estate. Gain clarity on your financial life with an intelligent dashboard and AI-powered insights. Plan your future with goal tracking and financial health scores.
✓Connect bank and brokerage accounts
✓Real-time net worth tracking
✓Auto-categorized spending analysis
✓Investment portfolio monitoring
✓Real estate value tracking
✓AI-powered financial insights
✓Goal setting and progress tracking
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What's New in NOVOX
1.27.11
July 14, 2026
v1.27.11 — Built from your feedback We hear you — every NOVOX update is shaped by what you tell us. Thanks for keeping us sharp. Keep the feedback coming — you're the reason NOVOX gets better every release. — The NOVOX Team
MoreSubscription plans
Elevate — Annual
Elevate — Annual
$71.991 Year
1 Month trialUser reviews
FAQ
How secure is NOVOX for connecting financial accounts?
NOVOX uses secure, read-only access through trusted providers to link your bank and brokerage accounts. Your credentials are never stored, ensuring your financial information is protected.
What types of assets can I track with NOVOX?
You can track cash, investments (stocks, ETFs, crypto), real estate, loans, mortgages, and credit cards. Manual assets can also be added for a complete financial overview.
Does NOVOX offer any free features?
Yes, NOVOX offers a free tier that allows you to connect accounts and track your finances. Subscription plans unlock advanced features and AI capabilities.
What are the subscription options for NOVOX?
NOVOX offers 'Elevate' and 'Supreme' plans, available monthly or annually. Both plans include a 1-month free trial. Monthly subscriptions range from $7.99 to $19.99, with annual plans from $71.99 to $179.99.
How does NOVOX help with understanding my spending?
NOVOX automatically categorizes your spending, detects recurring bills and subscriptions, and visualizes your monthly cash flow. You can also set budgets per category.
Can I track my investments and portfolio performance in NOVOX?
Yes, NOVOX allows you to track your investments across all connected accounts, monitor portfolio performance, understand allocation, and view real-time market data.
What kind of AI assistance does NOVOX provide?
The AI assistant analyzes your finances to detect spending patterns, flag risks, surface opportunities to save, and answer your financial questions in plain language.
On which devices can I use NOVOX?
NOVOX is available for iPhone and iPad, supporting 7 languages and displaying wealth in 14 currencies.