Accounting Tools Product Review- TrackWealth - ToOLOwl
Sunday , December 16 2018

Struggling to make a Technology Choice for your Small/Mid-Size Business?
ToOLOwl is here to help!

Home / Accounting / Accounting Tools Product Review- TrackWealth

Accounting Tools Product Review- TrackWealth

Accounting-Tools-Product-review-TrackWealthFinancial 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 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

TrackWealth_Consolidate_AccountsConsolidate 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.

 

 

 

TrackWealth_Growth_AnalysisGrowth 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.

 

 

 

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

 

 

 

 

TrackWealth_Compare_InvestmentsCompare 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.

 

 

 

TrackWealth_Get_AlertsGet 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.

 

 

 

TrackWealth_Understand_CashflowsUnderstand 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.

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.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

Owl Suggests

Best Project Management software Product Review- Neexpro

Project Management is a task every organization has to deal in with. There are a …

Loading...