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Company details

  1. Alternative Financial Services

Written by the company

The best personal finance app to: - Track income, expenditure, assets and liabilities - Manage your cash and help pay off debt - Track investment performance - Budget and forecast your wealth on your journey to financial independence


Contact info

4.0

Great

TrustScore 4 out of 5

4 reviews

5-star
4-star
3-star
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Rated 5 out of 5 stars

Best Financial Planning App Hands Down!

After Mint finally forced me to find an alternative, I thoroughly reviewed the top competitors and found this hidden gem called Wealth Position. You won't see it highlighted on any of the big articles yet, but don't let that fool you, Wealth Position not only can hold its own with the big names, but it actually beats them in several areas.

In particular Wealth Position gives a lot of control over your finances and not just gimmicks. It has budgeting and auto synchronization with your bank accounts like pretty much all the other ones, but where it differentiates itself is in how it allows you to drill down into the nuances of all your transactions, net worth, and cash flow. It's essentially a personal accounting application. I also appreciate the fact that it allows you to adjust and fine tune your budget and transactions for any given date (past, present, and future) not just the current month.

It takes a little bit more effort to fully set it up, but it is worth it as it gives you a wealth of information especially with regards on what to expect not just in the short term, but the long term all the way to retirement.

Finally, their customer support team is amazing and extremely responsive. I'm also particularly impressed at how fast they implement suggestions when they are particularly straightforward, usually within a day or two.

12 January 2024
Unprompted review
Rated 5 out of 5 stars

One of the best made applications I've…

One of the best made applications I've ever used, that's coming from a person working in IT.

From the perspective of a financial planner, I love this app and the way it works.
I didn't know what I wanted from a finance planner until I tried wealthposition.

From a developer standpoint, this application is amazing and incredibly well made.
So many little things that others fail to do, most notably is the guide sections and how they work.
First time I've actually used a guide or help section of any application since it's so intuitive with this app.

Hope to see this grow and succeed in such a large competitive field.

9 July 2023
Unprompted review
WealthPosition logo

Reply from WealthPosition

Thank you so much for your kind words and positive feedback! We're thrilled to hear that our app has resonated with you, especially considering your background in IT.

We designed Wealth Position with the goal of creating an exceptional financial planning tool, and it's incredibly gratifying to hear that we've succeeded in meeting your expectations. We understand that financial planning can be a complex process, and we wanted to provide a user-friendly experience that simplifies the task while offering powerful features.

Your support and encouragement mean a lot to us. We're dedicated to continuous improvement and will strive to enhance Wealth Position further based on valuable feedback from users like you. We have ambitious plans for the future, and we're excited to grow and succeed in the competitive field of personal finance applications.

If you have any suggestions or additional feedback, please don't hesitate to reach out. We value your input, and it helps us shape the future of Wealth Position. Thank you for choosing our app and for being part of our journey.

Rated 5 out of 5 stars

Brilliant budget app

Brilliant budget app. I can organize my income, expenditure, assets and liabilities, and the app makes it easy to view and forecast my spending and balances. I've imported 5 years of transactions and it’s so fast and easy to search all my history. This app has given me the ability to get a picture of all my finances and made me more confident with my money. I now feel confident that my financial future is safe and can spend money on the things which bring joy to my life.

5 June 2022
Unprompted review
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