The Ivy Wealth app is a service provided by Ivy Sterling and powered by moneyinfo to complement the service we deliver our clients.

Secure messaging with biometric security ensures that your financial information is kept safe. Your personal document vault ensures that your financial paperwork is organised and accessible whenever and wherever you need it. And 24/7 access to your valuation means you can see how well you’re performing against your financial plan.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

Here’s a few of the things the Ivy Wealth app can help you with –


• From a single investment to an extensive investment portfolio; the Ivy Wealth app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.

• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?

The Ivy Wealth app is available to clients of Ivy Sterling. If you don't already have access to your own Ivy Sterling account, contact the team at [email protected].