Features

FEATURES

YOUR LIFE, YOUR MONEY. RULE BOTH.

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

YOUR FINANCIAL LIFE AT A GLANCE

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.

REAL-TIME UPDATES TO ALL YOUR ACCOUNTS

Your account balances are updated in real-time, so you always have accurate, up-to-the-second information.

GOAL TRACKING, WITH REWARDS (reward coming soon)

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.

SET BUDGETS & MANAGE EXPENSES

Track monthly expenses across accounts. Get notifications when balances reach a certain level. Set reminders so you never miss a payment again.

ON DEMAND CREDIT SCORE

Check your credit score whenever you want to. Identify errors in your score and potential issues before they become a major credit problem.

SHARE INFORMATION WITH FAMILY MEMBERS

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.

GET SPECIAL OFFERS ON CREDIT PRODUCTS (coming soon)

Receive discounts and special offers on credit cards, mortgages and other credit products. Also get coupons and special offers from Pennywise partners.

GET FINANCIAL ADVICE FROM A PENNYWISE CFP

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 TO FINANCIAL LEARNING RESOURCES

Access a wide range of articles, tips and other self-learning resources to better educate yourself on all aspects of financial planning.

ACCESS THE PENNYWISE COMMUNITY FORUM

Ask questions, get advice and share your thoughts with other users on the Pennywise Community Forum.

ACCESS TO SAMPLE INVESTMENT PORTFOLIOS

Our sample portfolios can be used as educational tools or as a guide to creating your own D-I-Y portfolios.

BANK-GRADE SECURITY

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.