Features

Neontra is your one-stop shop for personal finance, bringing together data across investments (stocks, mutual funds, crypto, and more), bank accounts, credit cards, insurance, assets, and loans.

Real-time Financial
Wellness Check

Our Health Check provides a personal, simple, easy-to-understand score with actionable insights.
Improve your financial health quickly when you see everything in one place.
Easily connect all your accounts. From cash, credit, loans, insurance and investments, you can see your complete financial picture in Neontra.

NEOs

Personalized
Insights

We're called Neontra, because New Economic Opportunities (NEOs) should be available to everyone.
Take control of your money so you can chart a clearer financial path.
Our personalized insights can help you save more, spend smarter, and pay down debt.
Neontra’s proprietary AI analyzes your financial data and then creates actionable insights and analyses that are personalized for you.

Trends and patterns

Track your budget

Ratios

Ratio Neos

Compare

Compare with Neos

Calendar

Your Personalized
Financial Calendar

Use Neontra’s financial calendar to easily map your day-to-day transactions.

Track

See all your spending visualized by day, week and month with one tap

Money Management

View transactions across all your cards and accounts in one place

Learn

Identify time-based trends and patterns in your spending

Security

Secure
& Trusted

Neontra protects your data with bank-level security.
We never store your sensitive data, including passwords or account numbers.

We are:

  • Certified SOC2 compliant
  • Audited by BDO Canada
  • Powered by TXIO technology

We don't:

  • Share your data
  • Sell your data
  • Provide third-party
    access to your data

Neontra technology is trusted by our client firms, who are regulated and authorized by IIROC (Canada), SEC (US), FCA (UK) and ESMA (EU). Neontra technology has processed more than 200 million trades since 2013.

Download the assertion from our SOC2 auditors here.