Monitor your financial life

Monitor your life with the Anasova App

Your entire financial picture, organized, in one place. A library of information. Experts at your fingertips. Ana by your side.

Quicklinks

 

What you get

Snapshot of all your accounts and your entire financial picture. 20,000+ institutions in one place.

  • Track income and expenses.
  • Monitor your assets and your debts.
  • You can see banking accounts, investments, and the value of your house.
  • Even difficult things to track like your small business, cars, art, furniture and collectibles are easy to monitor.

 

Secure document vault

  • All your important documents at your fingertips.
  • Passports, wills, trusts, insurance policies, tax returns.
  • Virtually no limit to your organization.

 

Permissioned data sharing

  • Share with your spouse.
  • Share with your family.
  • Share with your advisors.
  • Or, don't share with anyone - you are in control.

 

Access experts & information

  • You get an arsenal of experts at your fingertips.
  • A comprehensive library of information.
  • Full integration with your detailed financial plan.
  • Real help from real people getting set up.

 

+ Detailed planning module

  • You also get access to our detailed planning module .
  • Run multiple scenarios.
  • Dive deep in the numbers.

 

Security

  • Your data is encrypted with AES-256 and stored at industry-leading data centers that are fully SOC1/SOC2/SOC3 type II certified.
  • The information is "read only".
    • Nobody can transact through the portal or app. It simply organizes your information.
    • You are always also protected by the safety and security of your underlying financial institution(s).

 

What it costs

  • $99 per year

 

How to get started

Don't start with the details. Instead, add them in phases.

  • Subscribe.
  • Build and review your base plan first.
    • This will be your foundation.
  • Once your base plan is complete, the additional modules will be accessible, generally within 24 hours.

 

Existing user?

 

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