Aggregation
All your accounts and data in one place
Tracking
Budget
Easy-to-use budgeting helps you stay on target with your spending
Insight
Insight and analysis into your finances, customized just for you
Planning
Create a financial plan, and track your progress in real-time
Security
SOC2 certified since 2018, the same security certification required for banks
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Financial wellness is becoming a core part of workplace wellbeing, and we’re seeing it firsthand.
Key Money Insights from Rob Carrick at Neontra’s First Financial Wellness AMA