Principal
Principal (now Brisa) is an AI-powered wealth platform that consolidates financial data from thousands of institutions, offering real-time tracking, historical insights, and secure transaction filtering for comprehensive financial management.
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Key Features
Data Aggregation
Imports transaction data from thousands of financial institutions automatically.
Real-Time Tracking
Monitors wealth and balances continuously for up-to-date financial status.
Transaction Filtering
Enables detailed filtering of transaction history for spending analysis.
Multi-Currency Support
Manages finances across 13 currencies including USD, EUR, and GBP.
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Why Choose Principal
Comprehensive Aggregation:
Connects over 12,000 financial institutions for a complete financial overview.Robust Security:
Employs bank-grade encryption and strict access controls to protect data.Advanced Analytics:
Offers real-time tracking and upcoming AI-powered risk and real estate insights.
Pricing
Pricing details are not explicitly provided on the homepage. For current prices and plans, visit the official pricing page linked on the website.
About Principal
Principal (now Brisa) is an AI-powered wealth platform that consolidates financial data from thousands of institutions, offering real-time tracking, historical insights, and secure transaction filtering for comprehensive financial management.
What Principal Does
Principal (Brisa) consolidates financial data from over 12,000 banks, brokerages, and institutions to give users a unified view of their assets and liabilities. It helps users monitor their wealth in real time and analyze financial trends effectively.
The platform offers features such as real-time wealth tracking, historical balance monitoring, transaction history filtering, and multi-currency support. It also allows manual account additions and links mortgages to properties for equity insights. Advanced security measures protect user data throughout.
Principal is suitable for financial analysts, wealth investors, and risk assessors who need detailed financial insights. Its upcoming AI-powered risk analysis and real estate value tracking will expand its utility in investment planning and risk management.
Pros & Cons
Centralized View
Combines multiple accounts for a unified financial snapshot.
Security Focused
Uses AES256-CBC and TLS encryption to safeguard user data.
Desktop Only
Currently available only on desktop, limiting mobile accessibility.
Pricing Transparency
No explicit pricing details provided on the homepage.
Frequently Asked Questions
Brisa is currently a desktop-only platform optimized for larger screens.
It uses AES256-CBC encryption for data at rest and TLS for data in transit.
All data is securely stored on servers located in North America.
Yes, account changes and deletion can be done via the Account tab.
Data may be shared with partners or for legal reasons but is never sold.
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