Finwello vs Goalry

WHAT WE DO Finwello is the money app that helps you save, spend and manage money on your terms. - Save for almost anything - Spend without worry - Easily move money - Stay on top of the numbers Do some or all of it, no matter where you bank. WHO DO WE DO IT FOR? Finwello was built for Goal-Getters, Lifestyle Spenders, Comfort Seekers, AND Financial Thinkers. (Yes, that includes you!) As an employer-paid benefit, we work with companies across America who care about your financial health. HOW WE DO IT Finwello was built with your natural traits and behavior in mind. No matter how you approach money, we meet you where you are. For the GOAL-GETTERS: - Going on an adventure? Check. - Doing something special? Check. - Building your rainy day fund? You can do that too. Quickly set how much you want to save each paycheck, and we'll put it into your savings. Adjust or transfer funds at any time. For the LIFESTYLE SPENDERS: Sometimes, you need a little leeway in your life. We feel your flexibility! Connect your accounts, and let us do the heavy lifting! Finwello detects your monthly expenses and does the math to give you a personalized snapshot of what's safe to spend on what you want. For the COMFORT SEEKERS: You hate surprises -- we understand. Finwello has a built-in safety net for those moments when life doesn't always go as smoothly as you plan. We'll let you know when we detect that there isn't enough money to fund your savings. Giving you the power to choose how much of what you set aside goes to things that matter most to you. You also get real-time insights as your finances need your attention. Overdraft warnings, bill and subscription amount monitoring, and many more alerts to protect your financial well-being. For the FINANCIAL THINKERS: With your financial feed, the details you need are always at your fingertips. You can drill down on most insights, giving you in-depth information like transaction details, summaries, and more. And most transactions are interactive, giving you the freedom to control how you categorize them and set budgets as you see fit. MONEY MADE PERSONAL Want a more personalized experience? Use Finwello to discover your Money Personality. Over time, the app will adapt how it interacts with you. You'll receive recommendations and guidance that factor in your natural traits and align with your unique needs and goals. WHY DO WE DO IT? Do you know someone who approaches money differently than you? Your spouse or partner? Your parents? A brother or sister? A friend? We'll bet you do because we do too. Some people are savers, while others focus on lifestyle. Some want safety, while others are natural budgeters. The truth is we are all wired to approach money differently. And that's okay! Throw in the fact we are at different life stages, with changing priorities and distinct motivations. It's no wonder we started to ask: "Shouldn't how you manage money reflect all of that?" It should. And we think you do too. That's why Finwello was purpose-built for you.

WHERE GOALS HAPPEN Discover the ultimate super platform fueled by gamified financial tools WE GO BEYOND TRADITIONAL APPS The 'Mall' consolidates all your accounts under one roof, turbocharged by an engaging financial path and a storybook! MALL All of finance, one immersive space—be it budgeting, debt payoff, or wealth building. FINANCIAL PATH Automate prosperity as you ascend along a path that has milestones marked with badges. YOUR STORYBOOK As you progress, Goalry creates chapters in a virtual storybook based on your goals and lifestyle. MY MALL FLOORS AND MORE Similar to a regular mall, you can shop through different stores in one place, except here they cater to your financial needs. The mall directory facilitates easy navigation. WE HAVE A STORE FOR THAT ^ 3rd Floor - Finance Stores As a member of Goalry, you get access to 8 finance stores to manage your financial goals. Set and achieve goals in each store OH. SO. SMART. ^ 2nd Floor - Finance Education The Goalry Mall offers free financial information from leading financial experts. SOCIAL. FINANCIAL FUN TOGETHER. ^ 1st Floor - Social Community The social community is about member outreach and sharing to encourage goals. THE MOST HEARTFELT FINANCIAL MANAGEMENT PLATFORM Discover the heart at the Infodesk—a tool condensing data into a score with insights. Follow actionable steps for optimal financial health. GAMIFY YOUR GOALS Earn badges as you level up your goals on our game-like financial platform. Stay inspired with a unique approach that turns real-life achievements into digital rewards. "Spatial" experiences for your goals and life path. JUST ADD YOUR FINANCIAL ACCOUNTS AND WE’LL DO THE REST Keeping your data safe is our top priority. We use multiple layers of protection, like secure 256-bit encryption and multi-factor authentication. We treat your info as if it is our own. DESIGNED TO BE THE ONE TRUE SUPER PLATFORM Creating a super platform that combines finance, social, shopping and more in one seamless, delightful experience. ONE MEMBER KEY ACROSS FINANCE CHANGES EVERYTHING Central to Goalry’s platform is mall security. Consumers get a Member Key from the Goalry.com hub or through a partner's custom sign-up link (for example, mymoneycoach.goalry.com). Members can unlock or lock stores with enhanced security and take care of all their most important financial needs with one Member Key. Goalry's approach to commerce transcends traditional boundaries, aiming to build an ultimate super platform. The location icon and member key are more than mere design elements; they are symbolic of the platform's philosophy, where every interaction, every journey through its virtual mall, is a step towards a more comprehensive and fulfilling commercial experience, tailored to enhance every aspect of personal wellness. With features that promote discovery, provide guidance, inspire transformation, and motivate you towards your goals, Goalry ensures that your financial journey is as empowering as it is effective. Try Premium with a 7-day trial for just $1! Our Basic plan is free, offering core features, access to our social community, and shopping deals. Upgrade to Premium for $14.95/month to unlock all financial tools, set goals, and receive personalized financial insights and scoring. For the best value, choose the Annual plan at $120.20/year, saving 33%, and enjoy full access to all premium features. Start your 7-day trial today! SUPPORT DETAILS Please let us know if you have any questions regarding membership. Our member services agents are available Monday-Friday, 8 AM to 5 PM PST. You can also cancel your membership 24/7 under your profile or visit our help center for product questions. We want you to be satisfied with your experience. If you are not satisfied for any reason, you may request a refund.