Increasingly non financial firms have set the bar for ‘on demand’ app based services.We’ve invested time and resources to truly understand client needs and wants.
WealthVault is the result. A secure, intuitive and informative app, that brings you control of your money.
However, it’s an ever developing proposition – as your needs and wants evolve, so will our proprietary technology for your benefit.
WealthVault is designed to support a multi-channel design process. The increasing desire of clients to engage in their investing strategies, whilst having experts support them leads to a ‘hybrid’ solution.
Whilst retirement pots may be managed professionally, WealthVault also supports clients self determined investing strategies as they grow their wealth and invest in areas that speak to them in particular.
Submit applications, new investing requirements or update your financial information is a seamless, secure app.
Follow your investments in real time, with performance tracking, investment fact sheets or investment analysis on your holdings.
Organise your financial affairs all in one secure tab. Upload all your policies, create a financial diary and establish summary profile information for all your insurance, mortgage, investment and retirement plans.
Receive regular bullet ins on your portfolio and the changes within. Keep up to date with all things market and wealth related.
Consolidate your entire families’ wealth in one place. See the bigger picture with all your plans and investments in one intuitive, easy to use app.
Our advisers have an understanding of complex planning affairs, which may be global, and will work with you to understand what you want from life and how to structure your finances to best achieve that.
We will arrange custody of your assets at one of the world’s largest custodians, whilst you will be able to download our bespoke cutting edge wealth management app with institutional grade portfolio management.
