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Bogart Wealth Reviews, Pricing, Features & Alternatives in 2026

Bogart Wealth is a personal finance software that helps you take control of your financial future by enabling comprehensive financial planning, investment tracking, and wealth management in one intuitive platform.

Personal Finance Software Financial Planning Software Investment Management Software Wealth Management Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Bogart Wealth?

Personal Finance Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Bogart Wealth?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

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Based on 0 reviews

Ratings Breakdown

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1 ★
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Secondary Ratings

Ease of Use
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Value for Money
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Customer Support
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