Home/New SaaS Software/TOGGLE Copilot vs Monarch Money
Updated on: February 4, 2023

Compare TOGGLE Copilot vs Monarch Money

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Overview

Summary

TOGGLE Copilot is a tool that sifts through billions of financial data points so users don’t have to check manually. It is integrated with major investing platforms in the UK, US, and Canada, and users can connect with just a single click. Users are given daily updates on their holdings and also get instant alerts to portfolio vulnerabilities. The tool sends users daily updates and also highlights interesting assets. It gives timely insights on holdings and allows users to follow what Togglers are looking at. It monitors valuations, technical analysis, fundamentals, macroeconomics, and much more. Users can easily follow investment ideas across a vast universe of assets. It monitors a wide range of data and highlights changes with meaningful implications for the markets. The tool generates a stream of investment insights that are tailored for relevance and time-sensitivity. It backs insights with comprehensive and transparent analysis, and if further investigation is required it’s just a click away. ..read more

Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. ..read more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

NYC, New York

San Francisco, CA

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

TOGGLE Copilot
Custom

Features

  • Multiple Portfolio Connect
  • Portfolio Overview & Alerts
  • Asset Due Diligence
  • Limited Watchlist
  • Daily Email Alerts
View Price Page
Monarch
$9.99 /Month

$89.99 billed Yearly

Features

  • Net worth syncing
  • Financial planning
  • Spending insights
  • Custom dashboard
  • Investments (BETA)
  • Transactions list
  • Transaction rules
  • Financial goals
  • Notifications
  • Collaboration
View Price Page

SCREENSHOTS

TOGGLE Copilot Screenshots
View 5 screenshot(s)
Monarch Money Screenshots
View 9 screenshot(s)

ALTERNATIVES

Top alternatives to TOGGLE Copilot

IFTTT
IFTTT
Online Check Writer
Online Check Writer
Drag
Drag
Supermetrics
Supermetrics
Ecanvasser
Ecanvasser

Top alternatives to Monarch Money

EveryDollar
EveryDollar
Quicken
Quicken
TOGGLE Copilot
TOGGLE Copilot
Simplifi
Simplifi
Personal Capital
Personal Capital