See the whole picture of your money.
Your accounts, your spending, your investments and the tools to act – on one dashboard, built with the same engineering-grade logic as our advice. Free to start.
Your money, on one instrument panel
Most people fly blind – one bank here, KiwiSaver there, investments somewhere else. VIS.finance™ brings it together so you can finally see the drag, and do something about it.
One clear dashboard
Connect your accounts and see everything in one place, updated automatically. No spreadsheets, no guesswork.
Professional tools, in your pocket
Screen shares and ETFs, read company fundamentals, watch forex and market signals – the instruments professionals use.
Understand, then act
Upload a statement or link your bank, and VIS.finance™ shows you where your money actually goes and where the leaks are.
What’s inside
The full toolkit. Start on the free plan; unlock more inside the app whenever you want it – which tools sit in which plan is always shown in the app, so it is never out of date here.
Your dashboard
Your accounts, net position and trends in one clean view – the cockpit for every decision. On the free plan you add your numbers manually and see your whole picture.
Upload & analyse
Drop in a bank statement and VIS.finance™ categorises your spending and surfaces the hidden drag.
Live bank link
Connect your NZ bank accounts through a regulated New Zealand open-banking partner you authorise, for automatic always-current numbers. We never see or store your bank login.
Share & ETF screener
Filter thousands of shares and funds by the numbers that actually matter to you.
Company fundamentals
Read any company’s real financials in a clear, plain-English view – no jargon wall.
Forex & market signals
Track the currencies and market signals that move your plan.
Education & risk profile
Learn the concepts that build wealth and discover your true risk appetite.
Portfolio
Track your entire investment portfolio in one place, with the deeper analysis serious investors need.
Install like an app
Add VIS.finance™ to your phone, tablet or computer home screen and open it like any other app. No app store needed.
Free to start. Serious when you are.
Create a free account and start today with the essentials: your money dashboard with manual entry, free for as long as you like. When you want more – statement uploads, live bank link, screeners and fundamentals, portfolio analysis, or a one-off personal Statement of Advice – upgrade inside the app. Plans and prices live in the app, so they are always current.
When you want a human to engineer the plan
The app shows you the picture. Our advisers turn it into a custom, independent Statement of Advice – backed by the Advice Value Guarantee.
Private by design. Your data is encrypted, watermarked to you, never sold, and never search-indexed. Your finances stay yours.
Start seeing what your money is really doing.
Create your free VIS.finance™ account in under a minute.
VIS.finance™ provides financial advice services in New Zealand. The app’s free tools and this page are general information only, not personalised financial advice. See our disclosure for details.