Save time and increase your passive income

Advizmo checks your accounts every day to give you smart recommendations to grow your investments and savings

Advizmo does the calculations so you don't need to, saving you time

Avoid surprises-- get alerts when your checking doesn't cover upcoming bills

No more guessing--stay ahead of low balances

You can feel secure about your finances and have more time to focus on what truly matters

Get financial tips, feature updates, and early access to our Android app—FREE!

The average user can earn $2,000 more per year and hundreds of thousands of dollars more

By balancing their accounts wisely and investing excess funds immediately

Every day your accounts are analyzed across all your banks

We give smart recommendations to move money to higher return accounts and investments

You automatically earn more!

Hear what our users have to say.

I used to dread figuring out my finances every month. Now Advizmo does it for me and tells me exactly what to do. I'm actually earning more just by having my extra cash in savings and investments instead of sitting in checking.

D.R.

Orlando, FL

I used to leave too much money sitting in checking because I didn’t want to mess things up. Advizmo gave me the confidence to start investing my extra cash. I’m getting older, and it feels good to finally be getting serious about retirement.

L.R.

Austin, TX

I never really knew what to do with my money after payday. Advizmo helps me move it to the right accounts, and now I’m earning passive income. It feels amazing to be making money even when I’m not working.

A.R.

New York, NY

Achieve your financial goals every month automatically

1 Maximize passive income by moving excess funds into the highest-earning accounts and investments.
2 Ensure you have enough in checking to cover upcoming bills.
3 Maintain emergency savings at a level that fits your needs.

Save Time. Stress Less. Grow More.

Advizmo automates financial decisions, so you don’t have to stress and spend time on them. Here’s how:

Calculates your upcoming bills for the next two weeks and provides a clear list.
Tells you exactly where to move your funds for the best returns.
Identifies excess funds and recommends whether to move them into savings or investments.
Warns you if your checking balance is too low and suggests transferring funds to avoid overdrafts.

Follow the Advizmo system to:

Avoid financial stress knowing your bills are covered and your money is working for you.
Minimize lost opportunities by keeping extra cash out of checking.
Maximize wealth by investing as much as possible.

And with Advizmo, your personal financial assistant, we do the work for you and you watch your investments grow.

What is the Advizmo system?

Receive timely alerts – Advizmo notifies you about important financial updates.

Cover shortfalls – If your checking account is running low, you’ll receive reminders.

Optimize excess funds – When you have surplus cash, Advizmo provides recommendations to move money into savings or investments

You can be confident you have enough cash in checking to pay upcoming bills

We track your upcoming bills
We notify you when and how much money to move to checking account to pay bills
You'll never miss a payment

How It Works

Advizmo connects securely with your financial accounts, analyzes your accounts and upcoming bills and incomes, and provides real-time personalized recommendations to:

Ensure you have enough in checking to cover your bills
Optimize your savings to maintain a solid emergency fund
Identify opportunities to invest more and earn higher returns

Get Started in 3 minutes!

1.

Install Advizmo App!

2.

Select a target amount to maintain your accounts

3.

Connect your accounts

Watch your finances
grow with Advizmo

We keep your money and information safe

Enterprise-grade security with AWS infrastructure
AES-256 encryption for all stored data
Comprehensive account protection
Strict data access protocols - your credentials are never viewed or stored by Advizmo
Data minimization - we collect only essential transaction information
We do not share your information with unaffiliated 3rd parties
For more information, view our security policy.

Top-tier financial services at unbeatable prices! Get the most bang for your buck!

Yearly Plan

$99.99 / year

($8.33 / month)

Save 44.4% on annual plan*

Monthly Plan

$14.99/mo.

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