MonieBuddyCanadian-first financial tools
AI-powered personalized advice
Debt payoff & retirement simulators
Secure document storage
Bill reminders & autopay tracking
Share reports with your advisor
Everything you need to thrive financially
Powerful tools, beautifully simple.
Smart Dashboard
Get a full picture of your finances in one place — income, expenses, net worth, and more.
Goals & Milestones
Set savings goals and track your progress toward major life milestones.
AI Insights
Receive personalized, AI-powered recommendations to optimize your financial health.
Investment Tracking
Monitor your portfolio performance and get rebalancing suggestions.
Budget Planner
Create budgets by category and see exactly where your money is going.
Document Vault
Securely store important financial documents like tax filings and insurance policies.