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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more | Blend is a multidisciplinary group of problem solvers who feel that the world's financial resources should be more widely available. Wells Fargo, U.S. Bank, and over 330 other financial services companies utilise our cloud banking platform to gain more consumers, boost productivity, and create end-to-end digital experiences. Our platform allows our customers to process more than $5 billion in loans every day on average, allowing individuals to achieve their financial goals faster and live better lives.Blend was created to help consumers make smarter financial decisions. When our founders saw how complicated and paper-based the mortgage process was during the Great Recession, they set out to simplify and transparentize financial services. Since then, we've expanded across a variety of financial products with one purpose in mind: to enable financial institutions to meet customers where they are - in every channel, at every milestone, and with the best possible experience. Finally, we view ourselves best helping our own clients by building digital experiences and cultivating operational efficiencies that allow them to focus on providing exceptional service to their customers. Our vision hasn't changed, but it has evolved. We need to transform not only financial products and services, but the entire future of banking to achieve the change we foresee. We seek to improve the connections between people and financial institutions in particular. We believe that providing people control over their finances improves everyone's financial situation. As both a service provider and a trusted advisor, financial institutions can play a key role in the future. We can help people take control of their financial lives by making this link simpler, more intuitive, and proactive. Read more |
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SW Score & Breakdown |
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 7 Fastest Growing |
Not Available
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Total Features |
12 Features
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4 Features
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Common Features for All |
Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Transaction History
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Foundation $9.99 $14.95 per month Flourish $16.66 $24.95 per month Fortune $26.66 $39.95 per month |
Blend Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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+ 2 More
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Videos |
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Company Details | Located in: Dunedin, New Zealand Founded in: 2008 | Located in: San Francisco, California |
Contact Details |
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Social Media Handles |
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