BetterWealth vs WealthNX AI

Make financial planning as mobile as you are with the BetterWealth app that allows current BetterWealth clients to view account balances and investment performance. But remember, while it's helpful to have access to current information, your overall strategy is long-term planning. Contact us any time for questions and remember that we will meet to review and keep you on track for achieving your financial goals. We give you the fiduciary guidance and personalized service so that you have the confidence in making better decisions about your money and way forward. Our mission is to give clients and their families our professional knowledge and support to discover, understand and manage their goals for better wealth. Better Guidance. Better Decisions. BetterWealth.

WealthNX is a personal finance app that shows your net worth, budget, spending, stocks and crypto in one place. Connect your bank, credit card, brokerage and crypto accounts in read-only mode. Then ask Wealth Genie, the AI assistant built into the app, questions about the data you track. Use WealthNX as a net worth tracker, budget tracker, expense tracker and portfolio tracker in one app. You see all accounts in one place without switching between bank apps, brokerage apps and spreadsheets. MONEY: NET WORTH, BUDGET AND SPENDING • Net worth tracker: see your assets, debts and net worth across connected accounts, and how your net worth changes over time. • Financial dashboard: the Financial Command Center shows balances, cash flow and portfolio value on one screen. • Budget tracker: set monthly budgets by category and see how much is left in each one. • Expense and spending tracker: transactions are sorted into categories so you can see where your money went. • Cash flow tracker: compare money in and money out each month. • Bill tracker: see upcoming bills and their due dates in one list. • Money Leaks: find subscriptions, recurring charges and rising bills across your accounts. • Cash Runway: see how many months your cash covers at your recent spending. • Goals: track progress toward the savings goals you set. PORTFOLIO: STOCKS AND CRYPTO IN ONE VIEW • Portfolio tracker for stocks, ETFs and crypto across your connected brokerage and crypto accounts. • Track holdings, gains, losses and allocation by asset. • Use it as a stock and crypto tracker even when your investments sit in several apps. • Add holdings manually for accounts you cannot connect. MARKETS: STOCKS, CRYPTO, FOREX AND COMMODITIES • Look up more than 70,000 stocks and ETFs and follow crypto prices. • Check forex rates and commodity prices in their own tabs. • View price charts and market data without leaving the app. WEALTH GENIE: AN AI ASSISTANT FOR YOUR MONEY Wealth Genie is the AI assistant inside WealthNX. Ask a question in plain English and get an answer based on your connected data and market data. • Accountant Assistant: ask AI about your spending, such as where your money went this month or which subscriptions you pay for. • Stock Assistant: get a plain-language summary of a stock's data. • Crypto Assistant: turn blockchain and price data into plain-language explanations. • Build Mode: create custom views and reports from your own financial data. Wealth Genie explains data. It does not give investment advice, recommend securities or predict prices. READ-ONLY AND ENCRYPTED • Read-only connections: WealthNX can view balances and transactions. It cannot move money, place trades or change your accounts. • Accounts connect through Plaid, which supports more than 12,000 financial institutions. • Your data is encrypted in transit and at rest. • WealthNX does not sell your data. WHO USES WEALTHNX • People who want one personal finance app and money tracker for bank accounts, credit cards, investments and crypto. • Investors who hold stocks and crypto in several apps and want one portfolio tracker. • Anyone who wants an AI finance app that answers questions about their own money in plain language. WealthNX brings a net worth tracker, budget tracker, expense tracker, portfolio tracker and AI assistant together in one personal finance app. IMPORTANT INFORMATION WealthNX is for informational purposes only. Nothing in the app is investment, tax or legal advice. Market data may be delayed. Account connections depend on support from your financial institution. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/