Wealth Platform

Wealth Platform

by Benchmark Capital Limited

0 ratings
1 review
Free

Details

  • Released
  • Updated
  • February 21, 2024
  • July 16, 2026
Wealth Platform screenshot #1 for iPhone
Wealth Platform screenshot #2 for iPhone
Wealth Platform screenshot #3 for iPhone
Wealth Platform screenshot #4 for iPhone
Wealth Platform screenshot #5 for iPhone
Wealth Platform screenshot #6 for iPhone
🖼️Get Icon
Icons↘︎

About

Access your financial information 24/7, view summaries, and analyze investments. Securely communicate with your financial advisor and manage your ISAs and GIAs.

24/7 financial information access
Clear financial summaries
Secure messaging with advisor
Investment analysis
ISA and GIA top-ups
Show original description

What's New in Wealth Platform

2.15.0

July 16, 2026

Added Open Banking as a payment method for top-ups. Only eligible platform accounts can be topped up.

User reviews

Does 90% of website functions

Generally fine but a few bits missing. Downloading a large document doesn’t give full preview as some pages are blank. If saved to a location then the whole file is there. Can’t get a breakdown of investment funds allocations.

Response from developer

Hi William, thanks for your feedback. Looks like you need help in viewing your documents and we'd love to support you with that, please get in touch with your financial adviser. I'm also pleased to share that we've a packed roadmap, with more planned functionality and features coming, including the ability to see a breakdown of your investment fund allocations.

Developer apps

FAQ

What can I do with Wealth Platform?

Wealth Platform allows you to access your financial information 24/7, view summaries, analyze investments, and securely message your financial advisor. You can also top up your Fusion Wealth ISAs and GIAs.

Is Wealth Platform secure?

Yes, the platform is designed for secure communication and document sharing with your financial advisor. It provides instant access to your information while maintaining security.

How does Wealth Platform connect me to my advisor?

Wealth Platform acts as an extension of your relationship with your financial advisor, enabling secure messaging and document sharing directly through the app.

What devices does Wealth Platform support?

Wealth Platform is available for iPhone and iPod devices.

How often is Wealth Platform updated?

The latest version is 2.12.0, released on 2026-05-05. Updates are provided to enhance functionality and security.

What is the age rating for Wealth Platform?

Wealth Platform has an age rating of 4+, making it suitable for a wide range of users.

Does Wealth Platform have ads?

No, Wealth Platform does not contain advertisements.

Where can I find more information about Wealth Platform?

For more details about Wealth Platform, you should contact your financial advisor. Benchmark Capital Limited is the developer.