Finance &
Wealth Apps
Credit building, investment tracking, payroll automation, and personal finance intelligence — every tool you need to build and protect generational wealth.
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Build Wealth Pro
Structured wealth-building program with tradeline tracking, business credit builder, net worth calculator, investment portfolio logger, and a generational wealth plan. Includes credit score monitoring, milestone alerts, and an AI financial advisor that answers questions about your specific financial situation.
- Credit Building
- Wealth Strategy
- Investment Tracker
- Generational Planning
Pricing Plans
Essential
$9.99/mo
For individuals starting their wealth journey
- Net worth tracker
- Credit score monitoring
- Basic wealth plan
- Community access
Professional
$19.99/mo
For serious wealth builders with investment accounts
- Investment portfolio tracker
- Business credit builder
- AI financial advisor
- Tradeline tracking
- Priority support
Elite
$29.99/mo
For high-net-worth individuals and families
- Generational wealth plan
- Estate planning tools
- Tax optimization
- Unlimited accounts
- Dedicated advisor
Financial Co-Pilot
Connect bank accounts and investment accounts to auto-categorize transactions, set budget limits with overspend alerts, track net worth over time, and export a tax-ready income and expense report at year end. AI spending coach analyzes your patterns and provides personalized recommendations.
- Budget Automation
- Investment Tracker
- Net Worth Dashboard
- Tax-Ready Reports
- AI Insights
Pricing Plans
Free
$0
For individuals getting started with budgeting
- 1 bank account
- Transaction categorization
- Basic budget
- Monthly summary
Pro
$12/mo
For individuals serious about financial growth
- Unlimited accounts
- Investment tracker
- Net worth dashboard
- AI spending coach
- Tax-ready reports
Enterprise
$49/mo
For high-net-worth individuals and families
- Family accounts
- Business expense tracking
- Advanced tax tools
- Priority support
- Dedicated advisor
Coming Soon
Syndica Payroll
Process W-2 employee payroll and 1099 contractor payments for small medical and aesthetic practices. Handles federal and state tax withholding, direct deposit, and year-end tax form generation — no accountant required.
- Automated Payroll
- Tax Filing
- Contractor Payments
- W-2 & 1099
- Direct Deposit
3 FINANCE APPS