Manali D.
MD
Manali D.
Human Resources Manager
Human Resources
Mid-Market (51-1000 emp.)
"MoneyWelth Software Offer Robust Financial Planning"
4/5
What do you like best about MoneyWellth?

MoneyWellth is very easy to use and it was also implemented with so much less effort. We urge all our employees to use MoneyWellth daily for their financial stability. The Financial features of MoneyWellth are very useful to each employee of ours. The customer support of MoneyWellth is up to the mark and resolves any query within a day. MoneyWellth was integrated very successfully in our company and many employees are taking advantages of its financial services. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

The feature where one can set a goal to achieve financially is very rigid, It should be flexible so that employees can set their own goals properly Review collected by and hosted on G2.com.

Shahina .
S
Shahina .
Technical Recruiter
Small-Business (50 or fewer emp.)
"Best in the market!"
5/5
What do you like best about MoneyWellth?

MoneyWellth offers many benefits. It helps you invest towards specific financial goals. It automatically creates diversified portfolios based on your risk , spreading your investments across different asset classes to minimize risk. Its also easy and accessible. It makes everything easy even for beginners. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

There is nothing that i dislike about MoneyWellth. Review collected by and hosted on G2.com.

Megan F.
MF
Megan F.
Account Manager
Marketing and Advertising
Small-Business (50 or fewer emp.)
"Helpful Money Management Tool"
3.5/5
What do you like best about MoneyWellth?

MoneyWellth is easy to use and has various tools that help me manage my finances Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

There is nothing I can think of at the moment Review collected by and hosted on G2.com.

HT
Hien T.
Lead Data Scientist
Insurance
Mid-Market (51-1000 emp.)
"Useful for my financial literacy process"
3.5/5
What do you like best about MoneyWellth?

MoneyWellth has an enormous collection of articles from the basic budgeting techniques to retirement planning which has enriched my knowledge regarding financial matters. Anyone can benefit from the clear videos and articles that explain financial concepts. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

There are no many functionalities for goal tracking as we would expect from an effective tool. I am unable to provide time dependent targets or milestones for my financial goals and this makes it hard for me to track my progress and stay on track. Review collected by and hosted on G2.com.

Ankush P.
AP
Ankush P.
Financial advisor
Enterprise (> 1000 emp.)
"Best financial platform"
4.5/5
What do you like best about MoneyWellth?

It allows me to monitor their investments and recieved tailored advice. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

I am not found any dislike.everything is nice. Review collected by and hosted on G2.com.

Ronit S.
RS
Ronit S.
Investment analysist
Mid-Market (51-1000 emp.)
"Best for financial goals"
4.5/5
What do you like best about MoneyWellth?

It is best for creating financial plan and investment tracking. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

I am not found any dislike.everything is good. Review collected by and hosted on G2.com.

Kalyan Kumar P.
KP
Kalyan Kumar P.
Sap Sales Distribution Functional Consultant
Small-Business (50 or fewer emp.)
"Great Financial Wellness Platform with User-Friendly Features"
4/5
What do you like best about MoneyWellth?

Easy-to-use interface with clear financial insights. Personalised financial planning tools. Secure and reliable platform Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Limited integrations with some banks Could improve customer support response time Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Excellent app for managing finances"
4.5/5
What do you like best about MoneyWellth?

Just a single dashboard to understand all your spending habits along with the categories and the graphs it shows is awesome Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

It takes some time to get used to and manage the navigation. This can be made easier Review collected by and hosted on G2.com.

Anne R.
AR
Anne R.
Freelance Writer
Small-Business (50 or fewer emp.)
"A USEFUL BUDGETING APP"
5/5
What do you like best about MoneyWellth?

EASY AND SIMPLE WAY TO BUDGET. Also helps you organize your investments into one place incluidng bank accounts, 401Ks, SEP IRAS, etc. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Nothing that I dislike at all but I had a hard time downloading on my new iphone Review collected by and hosted on G2.com.

SR
Shafiqur R.
HR Executive
Civil Engineering
Small-Business (50 or fewer emp.)
"The greatest platform for financial health"
4/5
What do you like best about MoneyWellth?

MoneyWellth is very innovative platform for financial support. I like it's budgeting which provides very clear understanding to spending habits and how can we cut unnecessary expenses. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Honestly I have only 2 negative point

1 . Limited customizatio

2 connectivity issue Review collected by and hosted on G2.com.