Last year, Toronto-based TXIO Corporation launched Neontra, a personal planning app.
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.
By seeing the entire spectrum of assets and investments in one place, users can gain new knowledge on how to build net worth via data-driven insights.
Tools available include spend tracking, budgets, forecasts, scenario-testing, and goals to help clients understand and plan for a brighter, more secure financial future.
“We believe there is a need for a Super App that helps people understand and manage their money,” Daniel Vranesic, chief executive officer of TXIO, stated at the time of Neontra’s launch.
Vranesic described Neontra as “an app that simplifies and makes sense of it all, enabling people to make better, more educated decisions about their financial future.”
The most recent feature from Neontra is Responsive Financial Planning.
Launched this month, Responsive Financial Planning is the platform’s next-gen financial technology product.
Offered as software service to banks, brokers, and investment advisors, the financial planing tech helps providers engage and inform clients whenever their financial situation shifts via alerts and guidance.
“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,” stated Vranesic this week.
By continuously (and automatically) monitoring clients’ full financial pictures, providers gain valuable insights into their clients’ lives, goals, and changing needs, according to Vranesic, which allows for personalized advice and tailored solutions.
TXIO was founded in Toronto in 2007.
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