7IMagine vs GNB Wealth

7IMagine is our award-winning interactive app, designed specifically for financial advisers and their clients. Wherever you are – on holiday, on the way to work, out shopping – you can keep tabs on your investments on your mobile or tablet and get up-to-date details on how they are performing. My Future is our tool that provides an interactive way of determining whether your clients wealth can provide for their future needs. If you are a client, your adviser can share the plan with you to review. My Money - keep up to date with how your clients investments are performing and where around the world their assets are invested. If you are a client you can login via the app and view your investments.

The GNB Wealth app is a service provided by Gilliland Neilson Brown Chartered Financial Planners and powered by Moneyinfo 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 GNB Wealth app can help you with – • From a single investment to an extensive investment portfolio; the GNB Wealth 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 GNB Wealth app makes understanding and keeping track of your money both easy and safe. The GNB Wealth app is available to clients of Gilliland Neilson Brown who are tax resident in the UK. If you don't already have access to your own Gilliland Neilson Brown account, contact the team at GNBwealth@gnbfs.co.uk.