Wealth Tracker App vs SubList

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/

Stop surprise renewals and see exactly what your subscriptions cost. SubList is a private subscription tracker for your iPhone, iPad, and Mac, with reminders, calendar views, and clear monthly and yearly totals. Everything in one place: - Track subscriptions with price, currency, billing cycle, category, notes, and website links - Import subscriptions from screenshots or the App Store, then review detected details before saving - Get renewal reminders on your schedule and see upcoming payments in calendar and due-date views - Understand your spending with dashboards, trend charts, and category and payment method breakdowns - Add due dates to Apple Calendar and Reminders - Sync with iCloud across your Apple devices - Export data as CSV or as shareable poster and receipt-style spending reports Private by design: - No account signup required - Your subscription data stays under your Apple ID in iCloud - Limited purchase, app activity, crash, device identifier, and Apple Ads attribution data may be used for subscriptions, app reliability, and campaign measurement; SubList does not track you across other companies' apps or websites SubList Pro: - Unlimited subscriptions (free tier supports up to 3) - Use SubList Pro on all your devices with the same App Store account Download SubList to stay ahead of every renewal and keep your recurring spending under control. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/