Pennywise puts all of your data in one place, so you can quickly see your financial life at a glance. Set goals, track expenditures, manage your budget – even get unbiased, professional investment advice when you need it. Soon, you’ll even be able to get special offers and earn rewards just for building good financial habits. Pennywise – it’s the new personal finance app that just makes sense
* some features available only with subscription-level versions
See all your accounts at a glance, no matter where you bank or invest. Pennywise puts everything together into one consolidated, easy-to-use dashboard.
Your account balances are updated in real-time, so you always have accurate, up-to-the-second information.
Set goals and track your progress – we’ll help you reach them. Earn rewards and offers for hitting milestones. Get rewarded for progressing towards your goals.
Track monthly expenses across accounts. Get notifications when balances reach a certain level. Set reminders so you never miss a payment again.
Check your credit score whenever you want to. Identify errors in your score and potential issues before they become a major credit problem.
Pennywise lets you share data with members of your family (if you choose to), so you can get easily get a picture of your whole family financial situation.
Receive discounts and special offers on credit cards, mortgages and other credit products. Also get coupons and special offers from Pennywise partners.
You’ll have access to professional advice from a Pennywise advisor. Depending on the level of your account, you can chat, video call or even have unlimited accecss to your personal CFP.
Access a wide range of articles, tips and other self-learning resources to better educate yourself on all aspects of financial planning.
Ask questions, get advice and share your thoughts with other users on the Pennywise Community Forum.
Our sample portfolios can be used as educational tools or as a guide to creating your own D-I-Y portfolios.
Your money is serious business. That’s why our security is the same as the big banks use, so your data – and your money – is always 100% safe & secure.