Inner Wealth vs Nestworth

Inner Wealth is a personalised app that helps you manage your entire financial world all in the one place. Ever wondered if you are progressing with your finances or on track for the big financial goals you have set yourself. The solution is Inner Wealth. Inner Wealth allows you to view your net worth, create budgets, sets goals and store all your information in the one place. The app has bank level security, so your data has never been safer. Highlights of the Inner Wealth app include: - Syncing assets and liabilities to understand your financial position. - Creating budgets, tracking spend (using auto-categorisation) and managing your cashflow. - Setting financial goals and tracking your success. - Storing your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal. - Giving guest access to trusted family members & finance professionals. - Saving time when submitting tax returns, with tax tagging and a purpose-built wizard.

Support your Nestworth financial strategies and access key information in one place. Highlights of the Nestworth app include: Tracking your Wealth progress Viewing your reports and advice information Signing personal documents Easy communication with your Financial Strategists and Client Service Team Uploading information securely Storing important documents in the cloud Being alerted to key actions supporting your financial goals Booking meetings with your Nestworth team Nestworth is available on desktop and as a mobile app to support your current strategic advice relationship.