Build Wealth With
Confidence. On Autopilot.
Advizmo analyzes your daily finances for clear next steps.
Stop guessing if you have enough for bills or investing.
Instantly track your bills, investments, and savings goals.
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Get Notified. Take Action. Move On.
Advizmo transforms financial confusion into clarity. Get automated insights and take action instantly.
Daily Analysis
Calculates bills for next 2 weeks.
Identifies excess funds.
Monitors emergency savings.
Smart Alerts
Low balance: Add $500 by Friday
You have $3,200 excess funds available
Clear Actions
Move funds with one tap.
Track progress automatically.
The Questions That Keep You Up at Night
Should I move money out of checking into investment?
Do I have enough in checking to cover upcoming bills?
Is my emergency fund enough?
Am I falling behind on savings?
Advizmo answers all of these questions. Automatically. Every day. Gain peace of mind with clarity on your financial status.
Never Miss A Bill Payment
Never get caught short again. Advizmo tracks all recurring bills automatically and alerts you before problems arise.
How It Works
✓ Tracks all recurring bills automatically
✓ Calculates 2-week lookahead
✓ Alerts you of shortages
✓ Suggests exact amount to transfer
Earn More With Excess Fund Detection
Put idle money to work. Advizmo identifies funds beyond bills and emergency targets, showing exactly what's safe to move.
🧮 Identify Excess
Calculates funds beyond bills and emergency savings target.
💡 Smart Recommendations
Suggests where to move money: savings, investing, or debt payoff.
👆 One-Click Transfer
Move funds instantly with single tap approval.
BILL MONITORING · SMART ALERTS
Never overdraft. Never miss an investing opportunity. Advizmo watches both.
Advizmo monitors your checking balance and upcoming bills 24/7. Idle cash gets invested automatically. Shortfalls get flagged instantly.
Automatic pull-back
If your checking is short before a bill hits, Advizmo automatically moves money back from your investment account to cover it. You never have to think about it.
Daily monitoring
Checks your balance against upcoming bills every single day
Smart alerts
Notified the moment your checking runs short, before it is a problem
Automatic protection
Funds pulled back from investments automatically before bills are due
Build Your Safety Net Before You Invest
Advizmo helps you achieve your savings goals, then guides you toward smart investing, in that order.