MyViewpoint vs Tideway Wealth

The MyViewpoint app is a service that gives you a complete picture of your financial life. Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. One place for everything financial. Here’s a few of the things the MyViewpoint app can help you with – • From a single investment to an extensive investment portfolio; the MyViewpoint app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time. • Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals. • Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most. • Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire? • Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you. Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants? The MyViewpoint app makes understanding and keeping track of your money both easy and safe. The MyViewpoint app is available to clients of Morgan Lloyd and the Clifton group. If you don't already have access to your own MyViewpoint account, contact the team at help@myviewpointportal.co.uk.

The Tideway Wealth app is a service provided by Tideway Wealth and powered by moneyinfo that gives you the ability to have complete picture of your overall wealth.  Think of it as your digital financial filing cabinet. The ability to have all of your investments, savings, pensions, insurances, and property tracked together with all of the associated paperwork.  One place for everything financial.  This is how the Tideway Wealth app can help you:  It’ll give you access to your investment portfolio and makes it simple to understand how your investments are performing with daily valuations, share and fund prices. Allow you to securely communicate with your dedicated wealth manager and store all necessary documentation within the app document storage. Simplifying finding the information when you need it most. Making better financial decisions by answering questions such as: can I afford to retire? am I saving enough towards my retirement? when can I retire? Having all of your financial information in one place. This will give you peace of mind as you’ll be more organised. Additionally, if something happens to you, your financial information would be accessible to your partner or dependants. Allow you to track your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. The Tideway Wealth app makes understanding and keeping track of your money both easy and safe.  This app is available to clients of Tideway Wealth. If you don't already have access to your own Tideway Wealth account, contact the team at info@tidewayinvestment.co.uk.  Tideway Wealth Management Limited (TWM) is an appointed representative of Tideway Investment Partners LLP (TIP) who are authorised and regulated by the Financial Conduct authority (FRN: 496214).