Wealth Portal

2.14

Family Capital Limited

0.00

0 reviews

Free

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About Wealth Portal

Wealth Portal is an overall app developed by Family Capital Limited.

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Is Wealth Portal free?

Wealth Portal is free to download. The APK download size is 156.18 MB. The latest version available is 2.14. The last update was on July 26, 2026.

What are the requirements for Wealth Portal?

The app has a content rating of Everyone. The app has been available on Google Play September 2024.

Description

Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time.

Use the Wealth Portal App to:

- View and manage your entire portfolio
- View and manage your property and chattels
- Link your savings and invest through open banking
- Communicate in a secure environment
- Manage your cashflow
- Create a financial forecast for you and your family
- Store and manage important documents
- Open new accounts
- Top-up existing accounts through open
- Link your trust and corporate accounts
- Link family members
- Access your own Family Office
- Monitor the environmental impact of investing

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More data about Wealth Portal

Price	Free to download
Rating	No ratings
Ranking	Not ranked
Version	2.14
App download size	156.2 MB
Suitable for	Everyone

Alternative downloads for the Wealth Portal app

Changelog of Wealth Portal

No changelog data

Developer information for Family Capital Limited

Family Capital Limited

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Technologies used by Wealth Portal

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