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MoneyWiz : Reviews, Pricing, Features & Alternatives

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MoneyWiz is a Sales Software. Price : $5. Review MoneyWiz : Overview & Pricing

3.6 Expert Score
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MoneyWiz Overview : Features, Pricing, Reviews & Alternatives

MoneyWiz is a Sales Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

MoneyWiz is listed as a Sales Software for companies and is used for Personal Finance …

MoneyWiz price starts from $ 4,99 per user and per month .

The cross-platform financing app with synchronization. For Windows, Mac, iOS and Android. With online banking supporting over 16,000 banks, MoneyWiz helps you keep all your financial needs in one place.

Powerful personal finance tool

What is MoneyWiz ?

MoneyWiz is a powerful personal finance tool that helps the user to keep track of their finances. It offers direct synchronization with more than 20,000 banks in 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added bonus. Its features include compact design, easy swipe between categories, bulk editing and deleting, intuitive display, smart analysis on credit usage and available balance. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify existing shareholding to accommodate any stock splits or even bonus awards. Users can track their daily and monthly expenses in various categories like fuel, groceries, utility payments, etc. Users can also set reminders for card and bill payments. Moneywise provides a complete view of all the user’s banks, credit cards, investments, expenses, wallet balances, loans and receivables. The tool also allows users to set budgets and goals to achieve their personal financial goals.

We review MoneyWiz for iPad, iPhone, iPod and Mac. This app is one of my most used apps on my devices. This allowed me to switch to just using iPad or Mac… MoneyWiz is an online personal finance cloud sync app that works for both Android and Mac users. Windows. Once you’ve downloaded the app, you can organize all your accounts and pay all your bills in… Read more

MoneyWiz is an online personal finance sync app that works for Android and Windows users. Once you download the app, you can organize all your accounts and pay all your bills in one place. This advanced financial software allows you to sync multiple devices with real banks using sophisticated algorithms. Once the changes are made in the MoneyWiz app, they will automatically apply to all your other devices. With the plethora of online personal finance software and apps available today, it takes really advanced features to stand out from the crowd. However, with MoneyWiz’s live sync feature, a fairly basic personal finance app is taken to the next level. The software will guide you through how to add recurring expenses and all of your other accounts. Based on your personal budget, the app will categorize your most important accounts. The app also allows you to seamlessly import data, keeping you in control of your most important money and accounts. moneywiz

One finance app for all your devices, with cross-device sync and bank sync. Manage all your accounts, budgets, and bills in one place with MoneyWiz.

MoneyWiz Review

MoneyWiz Review : Pros & Cons

Pros & Cons

When it comes to finding the right Sales tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is MoneyWiz, and as you may have guessed from the title, this review will tell you more about MoneyWiz’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

MoneyWiz Pros : Key Benefits

– FREE

– Scalability and integration

– Frequent releases / updates

– High Compatibility

MoneyWiz Cons

– Con : Custom integrations can come at a price.
 

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MoneyWiz Features

Here is the list of the main features of this computer software :

– Multi-Currency
– Alerts

Main function & Pro Features

– Cloud Services

MoneyWiz Integrations

MoneyWiz may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

MoneyWiz Pricing

The MoneyWiz pricing plan starts from $ 4,99 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

MoneyWiz offers several pricing plans :

– Premium : $ 4,99 per user / per month
– Standard : $ 19,99 per user / per month
– Moneywiz 3 (Pay Once) : –
– Moneywiz 3 (Subscriber) : –
– Premium : –

Premium Standard Moneywiz 3 (Pay Once) Moneywiz 3 (Subscriber) Premium
$4,99 $19,99
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

MoneyWiz Pricing Plan

MoneyWiz Pricing Plans

Pricing Details

Pricing Model : One time licence
Free trial : No information
Free plan : No free plan
Freemium : Freemium
Starting price : $ 4,99
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

MoneyWiz is a cloud-based Sales platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

moneywiz is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android and iOS).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Online Support …

Hotline : Yes

Training options : …

Industry & Customers

Who use MoneyWiz ?

This software package is tailored to business needs : SME, Small Company …

This web-based application is recommended for trades : Sales …

This cloud software is used in the sectors : Services …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Large Company …)

MoneyWiz Screenshots & Images : UI, dashboard …

MoneyWiz Review

MoneyWiz Business Software Pricing

MoneyWiz Features

MoneyWiz Features & Overview

MoneyWiz Screenshot

MoneyWiz Screenshot

Videos

Video #1

YouTube video

 
Video #2

YouTube video

 

MoneyWiz Reviews

Here is our opinion on MoneyWiz : this is a simple sales software to consider .

MoneyWiz User Reviews & Ratings

Online and customer reviews of MoneyWiz software are quite plentiful and overall negative :

Overall rating : 1,8/5

Value for money : 1,8/5
Functionality : 1,8/5
Usefulness : 1,8/5
Ease of use : 1,8/5

User rating Excellent : 0%
User rating Very Good : 40%
User rating Average : 30%
User rating Poor : 20%
User rating Terrible : 10%

Popularity on social networks : 5738 followers on LinkedIn

Your Customer Review on MoneyWiz

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend MoneyWiz ? What is your likelihood to renew ?
 

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FAQs

Why use a Sales Software ?

Commercial (Sales) software helps companies manage their sales cycle, thanks to the management of contacts and prospects, the management of proposals, the preparation of quotes, the conclusion of transactions. The solution automates sales procedures and helps measure key sales metrics such as conversion rate, bounce rate, and lead times.

According to various sources, most used business software are : Five9 (market share : 14,60%), HubSpot Sales (14,10%), Asset Bank (11,90%), DealerSocket (8,00%), NICE Performance Management (7,90%), IBM Sales Performance Management (5,70%), PandaDoc (2,60%), Velocify (2,30%), SalesLoft (2,20%), LinkedIn Sales Navigator (2,10%), Altify (1,80%), ClearSlide (1,50%), Speak2leads (1,50%), BrandMaker (1,40%), Allego (1,40%), CoreIMS (1,40%), Optymyze (1,40%), Mantis (1,10%), DiscoverOrg (1,10%), Qstream (1,10%)

Main functions are : Sales management, Sales force automation, Enabling sales, Sales forecasts and analyzes, Lead management, Contact management

Main characteristics are : Calculate Commissions, Online Commission Statement, Free Sales Commission Software, Hosted Sales Commissions, On-Demand Sales Commission Software, Online Sales Compensation, Pay for Performance, Saas, Sales Commission Automation, Incentive for sale on the web, Sales commission software for small businesses, Variable compensation, sales commission, sales representative, commission rates, sales representatives, representative software, representatives, sales tracking, reporting software on sales, program softwareaffiliate, saas commission accounting, hosted incentive management, marketing campaigns, performance tracking, Real-time content, Personal content channel for each user, Services, ifttt integration, presentation

Sales Software Average Price : from $ 0,30 to $ 590,00 with an average price of $ 231,09 . We have identified more than 3352 competitors on the market.

Sales Software Review

Sales Software Review

Company details

Developed by SILVERWIZ, Inc. (@silverwiz on Twitter)
HQ location : California
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : Sales Software
Schema : SoftwareApplication > BusinessApplication

Tags : money management software | fund manager | money organization | money organizer | money tracking | personal finance | finance planning | finance management | finance software | money management …
Website : visit wiz.money

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on MoneyWiz is independent in order to highlight the strengths and weaknesses of this Sales Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

MoneyWiz Alternatives

If you’re understanding the drawbacks and you’re looking for a MoneyWiz alternative, there are more than 323 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

Compare MoneyWiz Pricing Against Competitors

Software Starting Price Billed Free Trial
MONEYWIZ $4,17 Per month / user No
POCKETSMITH $7,5 Per month / user No
MONEYDANCE $49,99 Per month / user Yes
QUICKEN $35,99 Per month / user Yes
MINT $ Per month / user No
BANKTIVITY $4,17 Per month / user Yes
YOU NEED A BUDGET $11,99 Per month / user Yes
ALBERT $ Per month / user No
EMMA $ Per month / user No
GOODBUDGET $5 Per month / user No

 

Top 10 Alternatives & Competitors to MoneyWiz

– Xactly Incent
– Oracle Incentive Compensation
– Iconixx
– QCommission
– Easy-Commission
– Compgun
– Core Commissions
– Sales Performance Management
– CallidusCloud Commissions
– Xactly

Free Alternatives to MoneyWiz

– Goodbudget
– PocketSmith
– Balance Pro

You can also take a look at other business apps, like our Continually review and our Paragon review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Sales Software to find out which one is right for your needs. Discover how these Sales Software compare to MoneyWiz when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare Sales Software

 

3.6Expert Score
MoneyWiz Review
MoneyWiz is a simple sales SaaS software to consider for your company or business.
Ease of use
3.6
Functionnality
3.6
Integrations
3.6
Customer support
3.6
Value for money
3.6
PROS
  • What do you gain by choosing PipeChamp?
CONS
  • Custom integrations can come at a price
MoneyWiz
MoneyWiz

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