Wealthfolio provides you with a clear, uncomplicated view of your finances, all in one place.
See the bigger picture
On your desktop and as an app on your tablet and smartphone, your finances are beautifully brought together under a single login.
Your dashboard gives you a snapshot of your entire financial life in an easy navigation point to everything you need.
Keep track of your investments
It’s easy to see how your investments are doing. Valuations are updated daily and build into a history across your entire portfolio.
A true picture of your net worth
Track the value of your assets and liabilities over time. For you, your partner, your dependents, your trusts, your companies, all brought together into a single view.
See where your money goes
Access your bank accounts, credit cards and store cards all together under one secure login. Keep track of your income and spending and see where your money is really going.
Your personal financial assistant
Keep an eye on upcoming renewals, payments, income and maturities. Add your own key events such as MOTS, road tax or HMRC payments.
Keep your important documents safe
Store all your paperwork, including wills, property deeds, insurance contracts, policy documents, valuations and statements.
Secure and timely communications
Your personal data is exchanged using only the most secure methods. Notifications alert you when messages or documents are waiting to be read.