Monday, May 20, 2019

Cross-Platform App of the Month – WeVest Financial Planning

Few days ago we reviewed WeVest Financial Planning. This amazing tool proved to be one of the best apps we reviewed this month and since it can be of amazing use for our readers and their personal finances, there was no doubt that WeVest Financial Planning will be our Cross-Platform App of the Month. Read more how this web, iOS & Android app can help you.

Financial planning tool

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.


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.

App Store Download Link (iOS): WeVest Financial Planning

Google Play Download Link (Android): WeVest Financial Planning

Website: WeVest Financial Planning