Budgeting and personal finance
planning were once the stuff of meticulously detailed spreadsheets and
carefully organized notebooks. But technology has come, conquered, and
thoroughly disrupted the industry, making budgeting a simple matter of
downloading an app and letting your phone do the work for you. So, today we’ll
cover one of the best budgeting and personal finance planning tools – WeVest.
This cross platform app is here to help you plan every aspect of your finances
much better and thoroughly.
What is WeVest?
WeVest Financial Planning is an
USA-only cross-platform free
finance planning app. To put it simple: it analyzes every parameter of your
personal finances and then recommends actionable insights using its advanced
algorithm.
How to start using it and how can it help?
Once you sign up you need to enter information about your
age, yearly income, estimated tax rate, minimum payments, specific saving
goals, income of investment process and similar data. You need also to fill in
the data about your accounts, investment accounts, loans and so on.
Then let WeVest Financial Planning do its analysis and you’ll
get actionable insights. For us the process was fast and almost effortless. The
data we got was surprisingly detailed and we predict that it can be of great
use to anyone.
There is data about your net worth, potential saving goals
for different aspects of your plan for retirement, net worth optimization and
improvement, financial progress tracking and forecast for each of your accounts
and loans, and more.
Secure
Like you, we also asked ourselves,
whether this finance planning app is secure. But because of the fact that
WeVest doesn’t ask for your bank information, Social Security #, address, or
other identifying personal information and because they use 256-bit encryption
to protect your information, we can say that it is 100% secure. Especially
since you don’t need to use your real name or real email address.
You can try it for free on any platform since besides iOS
& Android app, it features a web app on their official website. Currently available
for USA only.
