Neontra

Neontra is an app (web, mobile) that helps you understand and manage your money, guiding you towards a brighter, more secure financial future. - Aggregated, 360-degree view of all your financial data - Personalized insights generated by our proprietary AI/ML models - Tools supporting outcome-based planning across multiple dimensions: cashflow, investing, debt, insurance - Spend tracking - Budgets - Investment tracking - Debt tracking - Goals - Forecasts - And much more Powered by our multi-asset banking and brokerage platform, Neontra enables people (and their advisors) to make better, data-driven decisions leading to better financial outcomes. Our automated data management framework is optimized, creating high-quality client data that is comprehensive, accurate and always up-to-date. The result is improved transparency and control, leading to objectively better client outcomes. Neontra is a product from TXIO Corp. We have been a trusted provider of B2B financial solutions for over ten years, and are SOC2 certified (BDO auditors) since 2018. Your personal financial data is secure and safe with us.