Neontra in the News

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:

• Unique scores for Expenses, Saving, Emergency Fund, Investments, Debt, and Credit; all contributing to an overall Health Check Score
• Track scores over time to measure progress and behavioural change
• Instantly see where your clients are thriving, where they're struggling, and how you can help effectively

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

With Responsive Financial Planning, Product Providers, including banks, brokers, Investment Advisors and Financial Planners, can take their client relationships to new heights.

According to CEO Daniel Vranesic: “Responsive Financial Planning is a meaningful step in the evolution of financial planning; everything, all at once, delivered in real-time to the end-user, improving engagement, insight and efficiency.”

Neontra is highlighted in Rob's Tools and Guides section. With thirty-eight years of experience in journalism, including twenty-eight years at the Globe and Mail, Carrick is one of Canada’s leading personal finance journalists.

We encourage you to explore his articles, podcasts, and books to enhance your understanding of money and personal finance here.

Neontra was named one of the best budgeting tools in Canada by Superprof!

360-degree View Of Your Financial Life — Neontra

Overview: Neontra is a Canadian-based and effective financial tool to manage your personal finances. It enables users to keep track of all their assets, investments, banking, and even debts through a wide range of features.

Read the full Neontra review here

Neontra was chosen to participate in the Canadian Trade Commission’s Canadian Technology Accelerator (CTA) program in Hong Kong. This initiative aims to assist Canadian fintech companies in navigating the market and connecting with potential partners, buyers, and investors.

We attended the Hong Kong Fintech Week at the AsiaWorld-Expo, alongside representatives from Canadian Technology Accelerators, with support from the Trade Commissioner Service.

The event took place from October 28 to November 1 2024!

Personal financial planning app Neontra recently launched a behavioural engineering feature that nudges users to stick to their financial goals.

The app is designed to complement existing desktop financial planning tools by playing a more day-to-day role in a client’s finances, said Daniel Vranesic, CEO of Toronto-based fintech TXIO, which developed the app.

“It’s a lot like a Fitbit for personal finance,” Vranesic said.

The behavioural feature can help clients understand how a lifestyle choice or an upcoming large purchase could affect financial goals like retirement savings or a dream holiday. For example, a client could set a monthly coffee budget and the app would push a reminder when the budget has been exceeded.

Financial advisors can also observe their clients’ spending habits through the app to help create more specific strategies to save or invest.

You would think that Daniel Vranesic, CEO of Toronto-based TXIO, would be difficult to surprise with numbers.

For years, TXIO has licensed its banking, payments and brokerage platform to a range of global clients. But when the company developed Neontra, an app for managing and planning personal finance, Vranesic decided to test the product’s “non-essential spending” category on himself.

TORONTO, Jan. 16, 2024 CISION/CNW/

TXIO Corporation today announced the launch of Neontra, its all-in-one app for personal financial planning.

As Daniel Vranesic, company CEO, explains: "We believe there is a need for a Super App that helps people understand and manage their money. An app that simplifies and makes sense of it all, enabling people to make better, more educated decisions about their financial future. That's Neontra, and we're excited to offer it to North American consumers."

A Toronto-based engineering firm specializing in financial technology this month announced the launch of Neontra, a personal planning app.

TXIO Corporation says that Neontra offers web, iOS, and Android apps that leverage proprietary artificial intelligence to provide a real-time, 360-degree view of each user’s financial life.

Neontra’s edge is that it focuses on providing personalized financial advice and goal tracking. Once your financial data is pulled, you’ll have access to customized advice on how to build your net worth.