Smart Financial Monitoring
for Modern Wealth Management
Real-time transaction alerts, automated oversight, and intelligent financial monitoring designed to protect and grow your wealth.
Powerful Financial Monitoring Features
Our comprehensive toolset gives you complete visibility and control over your financial ecosystem.
Real-time Transaction Monitoring
Track all financial activities across your accounts with instant visibility into every transaction as it happens.
Customizable Alert Rules
Create personalized thresholds and criteria for notifications, ensuring you only get alerts for what matters to you.
Secure Bank Integration
Connect securely to thousands of financial institutions through Plaid's trusted API and bank-level encryption.
Automated Approval Workflow
Streamline transaction reviews with intelligent routing and automated approvals based on your custom rules.
Why Choose WealthGuard?
Our platform combines advanced technology with intuitive design to give you the most comprehensive financial monitoring solution available.
- Instant transaction alerts for unusual activity
- Customizable threshold rules for different account types
- Multi-bank account support across major institutions
- Bank-level security and data encryption
- Smart automated approval system for transactions
- Detailed transaction history with powerful search
Transaction Overview
Last 30 days
Online Purchase
Amazon.com
$142.58
Apr 15, 2025
Online Purchase
Amazon.com
$142.58
Apr 15, 2025
Online Purchase
Amazon.com
$142.58
Apr 15, 2025
Monthly Spending
$2,854.43
-12% from last month
Trusted by Financial Professionals
See what our customers say about their experience with our financial monitoring platform.
"This platform has completely transformed how I monitor my business finances. The real-time alerts have saved us from several fraudulent transactions."
SJ
Sarah Johnson
CFO, TechVision Inc.
"The customizable rules engine is exactly what we needed. Now we can set specific parameters for different account types and get alerts that are actually relevant."
MC
Michael Chen
Investment Manager
"The multi-bank support is seamless. I can finally see all my accounts in one place with consistent monitoring across all of them."
EW
Emma Williams
Small Business Owner
"Bank-level security was our top priority when choosing a monitoring solution. WealthGuard delivers this alongside an incredibly intuitive interface."
DR
David Rodriguez
Security Director