Financial planning is crucial for smooth and secure future. For financial plans, the most required resources are the assets we use and their complete information along with their management. TrackWealth is a tool that gives you a complete picture of your finances in a simple and secure manner.

TrackWealth a small business accounting software offers powerful visualization and analytical tools for grasping the full knowledge of your finances, which you can use in making better financial decisions of your wealth. Access TrackWealth’s patented technology to consolidate your accounts. The app is secure and does not store credentials of its user’s accounts.

With the help of this tool, you can find the growth of your assets over specific time. Install data vault for your machine security and make complete use of this simple and fast setup without any delay.

Editions and Pricing

The app is in private beta and therefore, free of cost for active consumers.

Capabilities and Supporting Set of Features

Consolidate Accounts
Manage all of your accounts from any source/bank accounts at one place. Track each account straight from one frame, faster and safely. Synchronize your accounts and get started in minutes.

 

 

 

Growth Analysis
Track your account’s performance with the crisp analytics report. Compare your monthly performance of all 12 months, in a single interface. Get the precise figure for your growth rate over a time to understand your financial status.

 

 

 

Risk Assessment
See the area where you have invested your money and how much. Explore your presence over geography including its currency.

 

 

 

 

Compare Investments
Compare your best and worst investments in one click with the help of performance report by TrackWealth. Understand them to make intelligent decisions in future.

 

 

 

Get Alerts
Set custom alerts for your portfolio and events, and receive them on time to make a right use of them. There is a notification center in the app itself for storing the alerts under a label.

 

 

 

Understand Cashflows
Know the usage of your money and track your income v/s expenditure through Income History in TrackWealth. Category wise, know the sources of your cash flows.

 

 

Mobile Accessibility

TrackWealth does not offer access to mobile platforms.

Integration

The app does not allow integration with any other app.

Support

You can explore its FAQ world to know about the app’s functionalities in detail.

Pros and Cons of TrackWealth

Pros

• Easily accessible platform.
• 5 layer data security.
• Customized Alerts.
• Data in different currency format.

Cons

• A Metric report could have been an add-on.

Read Also: Accounting tools product review – Poindexter

Differentiator

Experience functionalities of financial advisor tools via TrackWealth. Stop using spreadsheets to store your unencrypted financial information and use TrackWealth for securely saving your finances.

For more details, please visit TrackWealth website.