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Wealthfront

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Deployment

WindowsAndroidWeb-based

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Overview

About Wealthfront

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a cash account with a top-of-market APY, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 23x greater than the national average.

At a glance

Software information

Industries served, licensing and the support Wealthfront provides.

Licensing

  • Monthly Payment
  • One-Time Payment

Support

  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Blogs
  • Case Studies

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies
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Capabilities

Wealthfront features

The full feature set, grouped by module.

Financial Planning Software

  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
  • Tax Management

Plans

Wealthfront pricing

Free Version
No
Payment Frequency
Monthly Payment, One-Time Payment
Vendor pricing page

Media

Screenshots & video

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