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Health Check is a new feature Neontra, TXIO’s platform for personal financial planning and management.
As Daniel Vranesic, company CEO, explains: “We asked ourselves, why is there no report card for personal finance available to everyday Canadians? Something that scores saving, spending, investing and debt, and automatically tracks progress over time. That would be incredibly useful. So we built it.”
Health Check introduces deterministic scoring for personal finance:
Says Vranesic: “Health Check makes Financial Wellness measurable. Now, for the first time, we can quantify the impact of strategies, programs and financial plans, transforming Financial Wellness into something clear and actionable.”
Health Check is offered as a SaaS service to Investment Advisors, Financial Planners, Employers and Group Benefit providers, or using TXIO’s Direct To Consumer application at www.neontra.com.
About TXIO
TXIO is a SOC2-certified engineering firm based in Toronto. TXIO is a leading provider of technology solutions to financial Product and Services firms, and with over 15 years of experience, has been consistently recognized for innovation, performance and quality of service by its clients.
For inquiries please contact info@txio.ca
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