From Wallet To Portfolio
STOP WORRYING ABOUT MONEY
Automate your budget
Get out of debt
Grow your safety fund
Protect your family
Put your money to work
Get ready for retirement
Achieve your dreams
CONNECT YOUR MONEY
Connect your banks, credit unions, credit cards, department store cards, mortgages, insurances, loans, 401Ks and other ‘Ks’ and ‘Bs’.
See all money in one place.
KNOW YOUR MONEY
Wallio analyses your spending patterns, income, bills to automatically calculate your spending power and safety fund.
Learn your money through series of AHA! moments.
Stay on top of your bills.
FUND YOUR DREAM
Your dreams need money, and so do capitalists and advertisers. Stop buying things you don’t need, and start achieving your true dreams. Set up your goal and see Wallio funding it every day. Get what you really want, not what they sell you.
BUDGET WITHOUT BUDGETING
Our budgeting approach is simple: spend anywhere, anytime, anyhow and anymuch. Just don’t overspend. No categorization, no transaction split, no spreadsheets, no hassle. Wallio calculates how much you can spend today.
PROTECT YOUR FAMILY
Know how safe your financial standing is and how protected your family and investments are in a case things go not as planned. Wallio takes a combination of emergency fund, retirement readiness, insurances and protection in place to make sure you can count on future.
GET READY FOR RETIREMENT
You deserve a swell retirement. But are you ready? It’s easy to answer! Just take your life expectancy, divide by social security benefit, plus savings, multiply by growth, minus taxes, minus bills, adjust for health and inflation… hey, doesn’t sound simple anymore! Don’t worry – Wallio will tell you exactly what you will be partying on during your golden years.
PUT YOUR MONEY TO WORK
Most people work for money, and money works for the rich. You should use your money the way rich people do, all you need is to learn how. No family left behind, Wallio brings financial education and advice to you. Connect with your local, licensed financial professional and start making smarter decisions with your money today.
You keep getting what you’re getting if you keep doing what you’re doing.
Financial freedom, like anything else, starts with a first step.
Wallio invites you to a journey from Wallet to Portfolio.
Make the first step, install Wallio and use your free advice.