No more digging around for paper work to get your finances in order. B Wealthy is a personal wealth app that helps you find and manage your whole financial world at a touch of a button.
Having difficulty understanding your financial position? Tax time a headache in collating paper work? The solution is B Wealthy.
B Wealthy is an easy to use app that gathers all your information in one place, giving you a clear overview of your wealth. Once you download the app, you can be connected to your finances in just minutes. And with bank level security, your data has never been safer.
What features are available with B Wealthy?
Data CollectionGive yourself greater control with up-to-date access to all your financial information, including all your assets and liabilities - bank accounts, credit cards, properties, cars, loans and mortgages.
Cash FlowKeep track of your cash flow with the auto-categorisation of spending and expenses.
Digital Document SigningSave time and paper by signing those important documents digitally on any device.
Goals Have a financial goal? Achieve it with our Goals feature, which helps you budget to reach it.
Connect to a professional Connect with your adviser or accountant and request services without having to physically visit them. B Wealthy can also provide your financial professional with valuable data that they can use to assist you.
Tax TimeMake tax time easy with all your financial data and documents stored securely in the cloud.