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Neontra

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Neontra Products (5)

   
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Cash Flow & Budgeting

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Financial Education

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Financial Wellness

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Personal Investment Advisors

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Well-being Education & Content

Product Description

Employees can easily assess their financial health by creating a 360 degree view of financial life within minutes on our Web app, iPhone or Android device.<br /> <br /> Neontra auto-categorizes transactions so employees can quickly see where their money goes. <br /> There are four expense types:<br /> 1.... Show More

About this product

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Employees can easily assess their financial health by creating a 360 degree view of financial life within minutes on our Web app, iPhone or Android device.

Neontra auto-categorizes transactions so employees can quickly see where their money goes.
There are four expense types:
1. Essential Expenses - e.g. rent, groceries
2. Non-Essential Expenses - e.g. concert tickets, restaurants
3. Savings Contributions - e.g. cash directed to a savings account
4. Debt Payments - e.g. a payment toward a mortgage or car loan

Neontra predicts income and expenses using forecasts. The Expense Explorer lets employees go deeper into your spending, and identify opportunities to save. Set budget targets per category, or use the target forecasted by Neontra based on your past behaviour. View budget performance bi-weekly, by month, by quarter or by year.

Min. Group Size

-

Lives Serviced

3,000

Average Cost

Average Cost is Locked

0 RFI Questions RFI questions

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0 Specific Questions Specific Questions tooltip

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Product Features

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Product Features

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Not Provided.

Neontra Media

Neontra video/presentation/materials Neontra video/presentation/materials Neontra video/presentation/materials Neontra video/presentation/materials Neontra video/presentation/materials Neontra video/presentation/materials
Neontra video/presentation/materials Play
Neontra video/presentation/materials Play
Neontra video/presentation/materials Play
Neontra video/presentation/materials Play

Neontra Info

Founded:

2022

Funding Summary:

Not Provided

Location:

Toronto, Ontario Canada

Links:

Employees:

15
Neontra is a set of smart digital tools for managing your money. We help you understand, organize, and plan your money with the goal of guiding you towards a brighter and more secure financial future. Our Mission: Empower everyday people... Show More

About this vendor

×
Neontra is a set of smart digital tools for managing your money.

We help you understand, organize, and plan your money with the goal of guiding you towards a brighter and more secure financial future.

Our Mission: Empower everyday people to lead a better financial life.

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