Wealth Tracker App vs WorthWhile

Wealth Tracker – Financial & Estate Planning Wealth Tracker is a premium financial management and estate planning application designed to help individuals understand their financial position, plan their future, and organize important financial and estate information in one secure place. A paid subscription is required to access the dashboard and all core features. Users can create an account and complete onboarding before activating a subscription. FEATURES INCLUDED WITH YOUR SUBSCRIPTION Wealth & Net Worth Tracking Track your complete financial picture in one place. • Track assets and liabilities • Real-time net worth calculation • Financial Freedom Score (7-pillar analysis) • Income and expense tracking • Debt amortisation projections Retirement & Goal Planning Plan your financial future with intelligent projections. • Retirement income gap analysis • 4% withdrawal rule calculations • Savings target recommendations • Goal probability forecasting Professional Financial Reports Generate professional reports to understand your financial health. • Financial Health Check Report • Comprehensive Wealth Report • Estate Planning Report • Downloadable PDF reports • Monthly automated email delivery • Send reports to up to 10 recipients Will Creation & Estate Planning Create and manage important estate planning documents. • Guided 7-step will creation process • UK and US will formats supported • Add beneficiaries, executors, and guardians • Download legally formatted will documents • Upload and manage Will & Power of Attorney documents • Encrypted document storage Insurance Management Keep track of your insurance policies. • Register existing insurance policies • Coverage tracking • Insurance quote requests SUBSCRIPTION INFORMATION Wealth Tracker is available through auto-renewable subscriptions: • Monthly Plan • Annual Plan A 7-day free trial may be available for new subscribers. After the trial period ends, the subscription will automatically renew at the selected plan price unless cancelled at least 24 hours before the end of the trial period. Payment will be charged to your Apple ID account at confirmation of purchase. Subscriptions automatically renew unless cancelled at least 24 hours before the end of the current billing period. You can manage or cancel your subscription anytime in your App Store account settings after purchase. Previously purchased subscriptions can be restored using the “Restore Purchases” option inside the app. Pricing may vary by region and will be displayed inside the app before purchase. WILL DOCUMENT DOWNLOAD (OPTIONAL ONE-TIME PURCHASE) Users can create a personalised digital will directly within the app through a guided process. Downloading the legally formatted will document is available as a separate one-time in-app purchase. Once purchased, the will document can be downloaded multiple times. Certain key details may become restricted from editing after purchase to maintain document integrity. SECURITY & PRIVACY Your financial information is protected using industry-standard security practices. • AES-256 encrypted storage • Secure authentication (Apple Sign-In, OTP, biometrics) • GDPR-compliant data handling Privacy Policy https://financialwellness.coach/#/privacy-policy Terms of Use (EULA) https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Take control of your financial future with WorthTracker, the elegant and private net worth tracker designed for iOS. Monitor all your accounts in one place—from savings and investments to pensions and home equity—and watch your wealth grow over time with beautiful, intuitive charts. **TRACK EVERYTHING** • Savings accounts and checking accounts • Investment portfolios and retirement funds • Pensions • Home equity and real estate • Vehicles and other assets **BEAUTIFUL VISUALIZATIONS** • Pie chart breakdown showing your wealth distribution by account type • Interactive line charts tracking your net worth over time • Category-specific views to drill down into individual account types • Color-coded accounts for easy identification • Smooth animations and intuitive gestures **SMART FEATURES** • Bulk update: Update all accounts at once with a single tap • Historical snapshots: Track how each account changes over time • Last updated indicators: See when you last recorded values • Custom currency support: Display in your preferred currency • Notification reminders: Get reminded to update your accounts regularly **SIMPLE & INTUITIVE** • Clean, modern design that follows iOS guidelines • Tab-based navigation for quick access • Dark mode support • Optimized for all iPhone and iPad sizes **FREE & PRO OPTIONS** Free version includes: • Track up to 5 accounts • All visualization features • Unlimited historical snapshots • Complete privacy Upgrade to Pro for: • Unlimited accounts • Data export to JSON • Support ongoing development • 7-day free trial WorthTracker is perfect for anyone who wants to: - Build wealth systematically - Track financial progress toward goals - Understand where their money is growing - Maintain a complete picture of their finances - Stay motivated by visualizing success Whether you're just starting your financial journey or managing a complex portfolio, WorthTracker gives you the clarity and insights you need to make informed decisions about your future. Download WorthTracker today and start tracking your path to financial freedom. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/