Wealth Portal

Great app!

I use this app all the time. The messaging system is a superb way to communicate with the team and leaves a perfect audit trail. Docbox allows for all documents to be shared and stored centrally. An overview of my holdings is also very clear and concise.

Only got my logon yesterday and have to congratulate whoever designed this. It is the little things that matter, for example I just renewed our sons car insurance and took a photo of the renewal linked to the car! The values of our investments are a given.

Brilliant app! I usually utilise my Dell PC, but after being recommended to download this, I am inclined to continue with the mobile version henceforth. I don't fully exploit all its features, but using it to contribute to my grandchildren's pensions was outstanding. I managed to top up all five in one go. Apart from this, I frequently review clauses and upload documents for our adviser to access, the most recent being our statements from an old Prudential With-Profits pension. It's straightforward - simply navigate to the pension section in the app and attach the document. An additional convenient feature is the ability to take a photo rather than just attaching existing files. We were invited to provide feedback on aspects that could improve. I would suggest that the sign-up process could be simplified; however, once set up with added security measures, we've encountered no issues. Another feature that could be enhanced is the messaging function; at times, it can be confusing to ascertain whom I'm conversing with, especially when the adviser interjects during a discussion with someone else.

My husband and I use the Wealth Portal app with our financial planners, Strategic Wealth Partners. Before, our money was all over the place, but now with Wealth Portal, we have a more meaningful, holistic view of our finances. It shows us everything we've got, like cash, investments, property and chattels - making our chats with our financial planner much better. Definitely worth a go if you want to keep your money organised!

We both love the fact that we can see our investments real time valuations without having to contact our Adviser and the fact that we can store useful documents like our contents insurance valuations which we’ve always had all over the place before this!! Very easy to use…

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

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

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.