Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 9 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • Udentify Reviews & Ratings
    12 Ratings
    Company Website
  • Gemini Credit Card Reviews & Ratings
    2 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • fino.digital Reviews & Ratings
    3 Ratings
    Company Website
  • Qwist Reviews & Ratings
    1 Rating
    Company Website
  • NetNut Reviews & Ratings
    402 Ratings
    Company Website
  • actiTIME Reviews & Ratings
    145 Ratings
    Company Website

What is Refresh.me?

Monitor your account balances, transactions, investments, and credit while prioritizing your privacy and protecting your identity for ultimate security. Refresh.me effortlessly integrates with over 12,000 banks and institutions, allowing you to gain a detailed overview of your financial landscape. You can access all your transactions in one easy-to-use platform, and we’ll notify you if your spending patterns change, aiding you in sticking to your financial goals. By linking your investment accounts, you can keep track of your portfolio’s performance, all displayed in a cohesive view that enhances your understanding of your financial well-being. Evaluate your past performance and asset distribution to empower yourself with the knowledge needed to make strategic choices. By bringing together your account details, transactions, investments, and credit in a single platform, Refresh.me provides unique insights that are often difficult to uncover elsewhere. Keeping track of your financial health not only involves monitoring your credit score but also ensuring your identity is safeguarded and your online privacy is effectively managed. This comprehensive approach to financial tracking allows you to cultivate greater confidence in your financial future. With Refresh.me, you can take charge of your finances and work towards achieving your financial aspirations with assurance.

What is Neontra?

Neontra is a Canadian-developed online financial management tool that stands out as an exceptional resource for handling your finances. While it shares similarities with YNAB and Mint, our goal is to evolve into a reliable next-generation Personal Financial Assistant (PFA) that helps you navigate towards a more promising and secure financial future. What sets us apart from the competition? Neontra embraces a progressive approach by analyzing your past behavior to enhance goal-oriented financial planning and provide precise forecasts. Experience tailored insights into your financial situation with features such as our Health Check, which offers a comprehensive evaluation of your finances. Our Expense Explorer tool allows for an in-depth analysis of your spending habits, revealing opportunities for saving that you may have overlooked. You have the flexibility to use Neontra as you prefer—connect your accounts for seamless updates or manually import your data for a more private experience. Moreover, we are proud to be SOC2 Certified, meeting the highest AICPA standards for security, privacy, and confidentiality, ensuring the protection of your data while you focus on achieving your financial goals. With Neontra, you’re not just managing your money; you’re building a brighter financial future.

Media

Media

Integrations Supported

Flinks
Plaid

Integrations Supported

Flinks
Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per month
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

Refresh.me

Company Location

United States

Company Website

refresh.me/

Company Facts

Organization Name

TXIO

Date Founded

2007

Company Location

Canada

Company Website

www.txio.ca

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives