Wealth Tracker App vs Kore

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/

Track your net worth without spreadsheets, budgeting clutter, or bank logins. Kore helps you see everything you own and everything you owe in one clear place. Add your accounts, save snapshots over time, and understand how your wealth is changing in seconds. Built for investors, FIRE followers, and anyone serious about financial clarity, Kore makes net worth tracking simple, private, and actually enjoyable. WHY PEOPLE CHOOSE KORE ◆ Net worth at a glance See your assets, liabilities, and total net worth in one clean dashboard. ◆ 40+ account types Track cash, savings, stocks, ETFs, crypto, real estate, vehicles, retirement accounts, loans, debt, valuables, and more. ◆ Snapshots over time Save point-in-time snapshots and follow your progress week over week and month over month with clear charts and trends. ◆ AI-powered insights Get personalized analysis based on your financial picture. Spot trends, concentration risks, and opportunities you might otherwise miss. ◆ Smart import Import data from statements, screenshots, and files to save time. AI import is optional, and you stay in control of what gets shared. ◆ Multi-currency support Track assets and liabilities in any currency, with everything converted into one base currency for a clear total. ◆ Reports and exports Create polished reports and export your data whenever you need it for planning, record-keeping, or sharing. ◆ Privacy first No bank connections. No forced cloud sync. Your data stays on your device by default. ◆ Built for long-term wealth Kore is designed for people who want to track progress, stay consistent, and build wealth with intention. WHO KORE IS FOR • Investors who want the full picture • People tracking net worth over time • Anyone managing assets and debt in one app • Privacy-focused users who prefer offline control • Global users with multi-currency portfolios Kore is free to download and use. Start tracking your net worth today. Questions or suggestions? Contact us: support@mykore.app Privacy Policy: https://mykore.app/privacy Terms of Use: https://mykore.app/terms