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Wealth Portal

Wealth Portal

by Family Capital Limited

0 ratings
19 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • September 27, 2024
  • September 25, 2026

Features

Background Location Access

Developer

Family Capital Limited
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About

This app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to manage portfolios, track property, connect bank accounts, and securely communicate with your wealth manager.

✓Aggregated wealth overview
✓Portfolio and holdings management
✓Property and chattel valuation tracking
✓Open banking for account connection
✓Secure communication suite
✓Financial forecasting
✓Document management
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What users say about Wealth Portal

Here is what users say about Wealth Portal, a Finance app. What users like most: fantastic app, outstanding and simple. Top complaints: minor suggestions for sign-up process and messaging function. Summarized from real user reviews.

Positive things

  • 🚀Fantastic app
  • 👍Outstanding and simple
  • 👍Hugely impressive
  • 👍Brilliant app
  • 👍Defragment your financial life
  • 👍Feeling empowered
  • 👍Best digital wealth app
  • 👍Great personal finance app
  • 👍Very user friendly
  • 👍Worth 5 stars
  • 👍Fantastic
  • 👍Great app
  • 👍Great app, fantastic service

Negative things

  • 💡Minor suggestions for sign-up process and messaging function

What's New in Wealth Portal

2.17

September 25, 2026

Maintenance update

User reviews

Most RecentHighest RatedLowest Rated

Really impressed with the app

Really impressed with the app. It’s made a big difference having everything in one place rather than logging into multiple platforms or trying to keep track separately. The interface is clean and easy to use, and being able to quickly check valuations and documents on the go is a real plus.
JamesARWallaceJamesARWallace

Great Appreciate

Great
AngieMCarthyAngieMCarthy

Sign up

There is no option to sign up to your App.
salhas99salhas99

Fantastic

Great app!
Matt Kingston 40Matt Kingston 40

Outstanding and Simple

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.
Geoffers13Geoffers13
See 14 more reviews

Developer apps

My Platform
My Platform

by Family Capital Limited

💼 Business
Free
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FAQ

What does the Wealth Portal app do?

The Wealth Portal app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to access your portfolio, track property valuations, connect bank accounts via open banking, and manage your chattels and assets globally. It also includes a secure communications suite for sharing files and communicating with your wealth manager.

What are the key features of the Wealth Portal app?

Key features include viewing and managing your entire portfolio, tracking property and chattels, linking savings and investments through open banking, secure communication, cashflow management, financial forecasting, and storing important documents. You can also open new accounts, top-up existing ones, and link trust, corporate, and family member accounts.

Is the Wealth Portal app free to use?

Based on the provided information, the app is listed as 'free' and does not have in-app purchases or ads. This suggests that the core functionality of the app is available without direct cost to the user.

What kind of financial accounts can I link to the Wealth Portal app?

You can link your savings and investment accounts through open banking. Additionally, the app allows you to link trust and corporate accounts, as well as accounts for family members. This enables a consolidated view of all your financial holdings.

How does the Wealth Portal app help with financial planning?

The app assists with financial planning by allowing you to create a financial forecast for yourself and your family. It also provides a complete picture of your aggregated wealth, enabling better decision-making regarding cashflow management and investment strategies.