App Profile: Waverton Wealth

The Waverton Wealth app is a service provided by Waverton Wealth Planning LLP and powered by moneyinfo that gives you a complete picture of your financial life. Please note this is not currently available for Waverton Investment Management clients.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

Here's a few of the things the Waverton Wealth App can help you with -

• From a single investment to an extensive investment portfolio; the - app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. The Waverton Wealth App can aggregate the information and values from multiple accounts and platforms.

• A secure store for your financial documents, which can include - reviews, reports and market updates. It can also be used for personal files, which might include insurance documents, Wills or trust deeds.

• As a personal financial assistance to help you keep an eye on upcoming renewals, payments and incomes.

• The Waverton Wealth App also includes a messaging tool so that sensitive personal data can be exchanged securely. Notifications can alert you when important messages or documents are waiting to be read.

The Waverton Wealth app is available to clients of Waverton Wealth Planning LLP only.