It's like having a full-time financial planner at your disposal.
Ever made an appointment with a certified accountant or financial planner? Just one session can cost you a pretty penny. The good news is that you can get a lot of the same services for no cost with UniWyo's Money Manager right within online banking or the mobile banking app. Fine-tune your budget, map out a long-term strategy to reach a savings goal, get a head start on retirement planning - and do it all on your own time and with our easy-to-use online tools.
- With the Money Manager Dashboard, you can customize your experience and view the financial information that's most important to you.
- View all your checking accounts and savings accounts - including those at other financial institutions - in one place. This eliminates the need to login to multiple sites.
- See all your transactions and easily sort them to spot spending trends.
- Get a handle on your cash flow, figure your net worth and set up alerts that will remind you to take key steps toward your financial goals.