About Wallio: Wallet to Portfolio
Connect your banks, automate budget, save for a dream, get ready for retirement, find financial score, chat with guru, all in one free, secure app. What's in your Wallio? We believe families in the richest country in the...
Connect your banks, automate budget, save for a dream, get ready for retirement, find financial score, chat with guru, all in one free, secure app. What's in your Wallio?
We believe families in the richest country in the world should not worry about money.
We believe everyone who works deserves a swell vacation and money should be spent guilt-free.
We believe working families should not stress about their financial future and retirement.
This is why we built Wallio.
Our mission is to help Americans stop stressing about money and live a better, fuller life.
Financial freedom, like anything else, starts with a first step. Wallio invites you to a journey from Wallet to Portfolio. Make the first step, install Wallio and stop worrying about money!
FROM WALLET TO PORTFOLIO
* Automate your budget
* Get out of debt
* Grow your safety fund
* Fund your dream
* Protect your family
* Get ready for retirement
* Ensure your future
* Put your money to work
* Stop worrying about money
CONNECT YOUR MONEY
Connect your banks, credit unions, credit cards, department store cards, mortgages, insurances, loans, 401Ks and other 'Ks' and 'Bs'.
See it all in one place.
KNOW YOUR MONEY
Wallio analyses your spending patterns, income, bills to automatically calculate your spending power and safety fund. Learn your money through series of AHA! moments.
Stay on top of your bills.
FUND YOUR DREAM
Your dreams need money, and so do capitalists and advertisers. Stop buying things you don't need, and start achieving your true dreams. Set up your goal and see Wallio funding it every day. Get what you really want, not what they sell you.
BUDGET WITHOUT BUDGETING
Our budgeting approach is simple: spend anywhere, anytime, anyhow and anymuch. Just don’t overspend. No categorization, no transaction split, no spreadsheets, no hassle. Wallio calculates how much you can spend today.
PROTECT YOUR FAMILY
Know how safe your financial standing is and how protected your family and investments are in a case things go not as planned. Wallio takes a combination of emergency fund, retirement readiness, insurances and protection in place to make sure you can count on future.
GET READY FOR RETIREMENT
You deserve a swell retirement. But are you ready? It's easy to answer! Just take your life expectancy, divide by social security benefit, plus savings, multiply by growth, minus taxes, minus bills, adjust for health and inflation... hey, doesn't sound simple anymore! Don't worry - Wallio will tell you exactly what you will be partying on during your golden years.
PUT YOUR MONEY TO WORK
Most people work for money, and money works for the rich. You should use your money the way rich people do, all you need is to learn how. No family left behind, Wallio brings financial education and advice to you. Connect with your local, licensed financial professional and start making smarter decisions with your money today.
FROM WALLIO, INC
* When you download and use Wallio, you agree to the Wallio Terms and Conditions https://wallio.com/terms-and-conditions
* For security reasons we do not store usernames or passwords to your accounts - you may be required to authenticate to your bank through your phone or email.
* Account balances may not immediately reflect recent transactions.
* Wallio currently connects to US and Canadian financial institutions only.
Feb 16, 2022
Version 4.4.3
Updated bios of advisors
Previous Versions
Here you can find the changelog of Wallio: Wallet to Portfolio since it was posted on our website on 2019-10-19 10:08:11.
The latest version is 4.4.3 and it was updated on 2024-04-23 09:09:38. See below the changes in each version.
Wallio: Wallet to Portfolio version 4.4.3
Updated At: 2022-02-16
Changes: Feb 16, 2022
Version 4.4.3
Updated bios of advisors
Wallio: Wallet to Portfolio version 1.2.6
Updated At: 2016-06-14
Disclaimer
Official App Store Link
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