Support

Welcome to the WiserStep Support Page!

We’re here to provide assistance and support for any questions or issues you may have regarding the WiserStep mobile application. Below, you’ll find useful information and resources to help you make the most out of the app and resolve any concerns you may encounter.

Frequently Asked Questions (FAQs):

How do I get started with WiserStep?

  • To get started, simply download the WiserStep app from the Google Play Store or Apple App Store. Install it on your device, create an account, and you’ll be ready to embark on your financial journey.

How can I track my income, expenses, assets, and liabilities?

  • WiserStep provides an intuitive interface that allows you to effortlessly track and manage your financial information. Navigate to the respective sections within the app to add, edit, or delete entries for income, expenses, assets, and liabilities.

How do I set budgets and financial goals?

  • Setting budgets and financial goals is easy with WiserStep. Go to the Budgets and Goals sections in the app, and you’ll be able to define your targets, allocate funds, and monitor your progress towards achieving them.

How does the AI chatbot work?

  • WiserStep’s AI chatbot enhances your financial management experience. The portfolio management bot helps you track your financial progress, while the finance advisor bot offers insights and suggestions. Simply interact with the chatbot through the designated interface, and it will provide you with the relevant information and guidance you need.

Can I rely on the finance advisor bot for critical financial advice?

  • While the finance advisor bot is powered by generative AI, we encourage users to rely on verified sources for critical financial advice. The bot can offer general insights and suggestions, but for important decisions, we recommend seeking guidance from qualified financial professionals or trusted sources.

Can I delete my account and data?

  • Yes, you may opt to delete your account anytime, and you may recover it back within 30 days, otherwise your data will be deleted automatically. 

Contact Us:
If you have any additional questions, concerns, or technical issues, our dedicated support team is ready to assist you. Please reach out to us through one of the following channels:

  • Email: support@wiserstep.com
  • Ticket System (coming soon)
  • Live Chat (automated chat coming soon)

We strive to provide prompt and helpful support to ensure you have a seamless experience with the WiserStep app. Our team is available during regular business hours in India to assist you with any queries you may have.

Thank you for choosing WiserStep as your personal finance management tool. We are committed to helping you achieve financial success and are here to support you every step of the way.