Wealth Tracker App vs Wealth Tracker

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/

Wealth Tracker gives you a clear picture of your net worth — every asset and liability in one place, tracked over time. VALUES WITH DATES Every balance you enter is recorded for a day: today, the end of last month or any date you choose. Enter a statement late and it still lands on the right date. Each holding keeps its own value history, so you can see how it has changed, fix an old entry or add a past value — and it's always clear whether you're changing the current value or an earlier one. HISTORY THAT BUILDS ITSELF Your net worth chart updates automatically every time a value changes. Look back over 1 month, 3 months, a year or your whole history, and tap any date to see what changed. MONTHLY CHECK-IN Update all your balances in one go. Wealth Tracker reminds you when holdings haven't been updated for a while, so your history stays accurate. HOLDINGS Track property, savings, pensions, investments, crypto, vehicles and valuables alongside mortgages, loans and credit cards. Holdings are grouped by category with subtotals, and your allocation is shown at a glance. MULTI-CURRENCY Hold accounts in any currency. Everything is converted to your base currency at live exchange rates, and past values use the rate from their own date. LIVE PRICES Add how many shares or coins you hold and the value follows the market price automatically. BANK CONNECTION (UK) Optionally connect your bank through a regulated open-banking provider to import balances. Wealth Tracker only reads balances and never sees your bank login. GOALS AND PROJECTIONS Set net worth goals, see whether you're on track, and project where your wealth is heading. PRIVATE BY DESIGN Use the app without an account — your data stays on your device. Sign in to back it up and use it on the web. We never sell your data. FREE • Up to 5 holdings you add yourself (connected bank accounts don't count) • Dated values and value history • Net worth history for the last 3 months • Allocation and goals PREMIUM • Unlimited holdings • Live stock and crypto prices • Any currency with live exchange rates • Your full net worth history • Future projections • Export all your data Premium is available monthly, yearly or as a one-time lifetime purchase. Prices are shown in the app in your local currency. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in Settings › Apple ID › Subscriptions. Terms of Use (EULA): https://wealth.wolftechnologies.co.uk/terms.html Privacy Policy: https://wealth.wolftechnologies.co.uk/privacy.html