VDB Wealth vs Numero

Stay connected to your financial future with the VDB Wealth client app. Securely view your portfolio, track progress toward your goals, and access important documents anytime, anywhere. With real-time updates and seamless communication with your advisor, managing your wealth has never been easier or more personalized.

Numero is the AI expense tracker that works from your inbox. Connect your authorized Gmail or Outlook account, add expenses manually, or capture receipts. Numero organizes recognized financial activity into a clear Financial Memory and proactively highlights what deserves your attention. Stay on top of your financial life • Track purchases and expenses automatically from supported inboxes • Organize receipts, invoices, refunds, renewals, and subscriptions • See spending patterns by merchant and category • Catch deadlines, price changes, unusual activity, and missing information • Ask Numero questions and receive answers grounded in your financial activity • Review a clear timeline of recognized transactions and important changes Proactive Financial Signals Numero watches for meaningful changes and surfaces timely opportunities, risks, reminders, insights, and anomalies—helping you notice important financial details before they are forgotten. Built around privacy and control Numero only accesses sources you authorize. Your Financial Memory stores structured financial facts rather than original email bodies or attachments. Connected sources remain visible and revocable. Numero is free to start. Optional Pro and Premium subscriptions unlock additional connected accounts, expanded Financial Memory, deeper insights, and more Ask Numero conversations. Numero is not a bank, accounting service, tax tool, investment platform, or financial adviser. Recognition and AI-generated insights may not always be complete or accurate. Confirm important information with the original provider before taking action. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/