If you're looking for a safe place to monitor your financial situation, including cryptocurrency and other alternative assets, Canua is a good option. It provides a unified view of your financial life by tracking accounts, investments and taxes. Canua automatically imports and categorizes data to give you a clear picture, and it integrates with more than 17,000 banks and brokerages, including cryptocurrency wallets and exchanges. It also uses bank-level encryption for data storage and transfer, so it's very secure.
Another option is Sequence, which serves as a financial router by automating and visualizing financial operations. It links multiple financial accounts, including checking, savings, brokerage and cryptocurrency wallets, with a dynamic UI money map that updates in real time. Sequence has smart rules and conditional logic for optimizing savings and investments, and it has industry-leading security with FDIC insurance up to $3,000,000.
If you're interested in cryptocurrency specifically, Soon is an automated investment system that integrates with popular exchanges. Soon offers features like auto-buy and auto-sell options, dollar-cost averaging and tax-loss harvesting. It's designed to make investing easier and more automatic, with a variety of pricing tiers to suit your needs.
Last, Parthean is an AI-powered financial management system that automates and simplifies financial tasks. It includes features for savings, investments and debt repayment, as well as real-time spending alerts and personalized financial planning. Parthean emphasizes security with bank-level encryption and anonymized data processing, so it's a good option if you want to keep your financial life in order.