Wealth Portal
#1 Keyword Rankings
Today
Top 10 Rankings
Today
Top 30 Rankings
Today
Top 100 Rankings
Today

Description

Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time.

Use the Wealth Portal App to:

- View and manage your entire portfolio
- View and manage your property and chattels
- Link your savings and invest through open banking
- Communicate in a secure environment
- Manage your cashflow
- Create a financial forecast for you and your family
- Store and manage important documents
- Open new accounts
- Top-up existing accounts through open
- Link your trust and corporate accounts
- Link family members
- Access your own Family Office
- Monitor the environmental impact of investing
Hide.. Show more..

Screenshots

User Rating

5 out of 5

41 ratings in United Kingdom

5 star
41
4 star
0
3 star
0
2 star
0
1 star
0

Ratings History

Reviews

Best digital wealth app

Superteddyd on

Having used a lot of digital apps in the past, this is by far the most intuitive and accessible service I have found. Definitely worth a look

Great personal finance app

NigelB88 on

Great to have my financial life all in one app. Love the camera pdf creator, really useful and so much faster than a scanner!

Very user friendly

James Goreman on

All information, all in one place! I like the open banking element especially due to its showing everything all in one place easily.

Worth 5 stars!

Jaybe204 on

The new app is very impressive. I have linked all my bank accounts and now have everything in one place. I particularly like the biometrics on this one as I am always forgetting my passwords, and this is very secure. One minor suggestion I would make is adding your news letters and tax updates in here rather than just a link to another site - it's a small point and I have given you 5 stars anyway.

Fantastic

TaurusDuke on

The app has a very clean user interface and powerful and very easy to use. Fab!

Five Stars

Higgs 2 on

We have given this app 5 stars as this is by far the best we have used, and it works well on our iPad mini. We were used to logging into each investment or bank account and populating our own spreadsheet and this does it all. We have a few suggestions to make this even better: It would be good if we could edit more in the mobile app itself rather than using the web-based version; the banking is great, but could we top up our investments from the mobile in addition to the web version and finally can we have the functionality to categorise our expenditure through the mobile.

Great app

Bonnie bou on

Everything you need to know, quickly and easily accessible. Highly recommend both the app and business.

Debdumps

Debdumps on

This is brilliant and secure 5 star all the way! Excellent

Great app, fantastic service

inkyfingers on

The app is really easy to use and Family Capital a brilliant firm to deal with. Quick, straightforward, and very responsive. Would highly recommend

Wealth portal App

Potsy 7 on

Fantastic new app by Family Capital, great to be able to use the message system and see my portfolio on my phone.

Store Rankings

Ranking History

App Ranking History not available yet

Category Rankings

App is not ranked yet

Keywords

Users may also like

Name
thinkSalary
Fintuity - Financial Adviser
Online Financial Planning
Rothschild & Co CardAssist
Wingate Portal
Your secure financial portal
Schroders Lens
A sharper view of investing
N/A/
N/A/
SEI Master Trust
Ascot Wealth Platform
N/A/
N/A/
Floww: Private markets
Invest in private companies
Show More

Revenue and Downloads

Gain valuable insights into Wealth Portal performance with our analytics. Sign up now to access downloads, revenue, and more.

App Info

Category
Finance
Publisher
Family Capital Limited
Languages
English
Recent version
1.10 (2 months ago )
Released on
Mar 22, 2022 (2 years ago )
Last updated
1 month ago