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Keep a record of all your important financial and legacy information to enhance your financial wellbeing. From your bank accounts and investments, to your mortgage and your will. Everything in one, organised space.
Upload an unlimited number of your important financial and legacy documents. No more hours of hunting in drawers, filing cabinets, emails or digital files.
Share your financial, legacy, or personal information with loved ones or the executors of your will. Collaborate with accountants, lawyers or tax advisors, giving them permission to edit parts of your portfolio, to help you manage your financial or legal information. Don't be the only one who knows where everything is.
Access to more features coming soon!