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What is PiggyVest?

PiggyVest is an innovative digital platform tailored for saving and investing, which simplifies the wealth-building journey by incorporating automation, flexibility, and high-level security into a seamless experience. Users can create and manage personalized savings goals while keeping track of their progress and organizing their funds with labels. The platform fosters collaborative efforts on shared financial aspirations and provides self-guided, low-risk investment choices, along with automated reinvestment features through integrated portfolio management tools, all available on a user-friendly web and mobile interface. To ensure the safety of sensitive information and transactions, PiggyVest utilizes advanced security protocols, such as 256-bit SSL encryption and payment processors compliant with PCI DSS standards, thereby protecting both user finances and personal information. The focus on developing good financial habits is further supported by customizable saving schedules—whether daily, weekly, or monthly—combined with an efficient onboarding process and visually appealing goal tracking, allowing users to grow their savings methodically without constant manual effort. This comprehensive approach not only makes wealth accumulation easier but also instills a sense of empowerment in individuals, enabling them to confidently manage their financial destinies while enjoying the benefits of a supportive savings community.

What is Axos Invest?

By creating an account with Axos Invest, you will receive a customized investment portfolio tailored to your specific time frame, risk tolerance, and desired returns, which will enhance your overall investment strategy. Our Managed Portfolios are not only automated and precise but also adaptable, allowing for adjustments as needed. We regularly rebalance your portfolio and make necessary refinements whenever you update your personal information or goals, ensuring you remain on the right path to fulfilling your financial dreams. It is crucial to account for both your present requirements and future plans. Whether you aim to save for a vacation, gather funds for a home down payment, or establish a financial cushion for unforeseen expenses, we are dedicated to helping you formulate an effective investment strategy. Furthermore, we assist in assessing your retirement savings potential and setting your investment goals through options like an automated investment account, a Traditional IRA, or a Roth IRA, guaranteeing that you will have a thorough and well-rounded financial plan. This comprehensive approach empowers you to confidently navigate your financial journey while keeping your aspirations in sight. Ultimately, we believe that a well-structured strategy can significantly impact your financial success.

Media

Media

Integrations Supported

Axos Bank
MoneyGuide
RightCapital

Integrations Supported

Axos Bank
MoneyGuide
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PiggyVest

Date Founded

2016

Company Location

Nigeria

Company Website

www.piggyvest.com

Company Facts

Organization Name

Axos Financial

Date Founded

1999

Company Location

United States

Company Website

www.axos.com/invest/managed-portfolios

Categories and Features

Categories and Features

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