The Ten Wealth Client Portal app is a service provided by Ten Wealth Management Limited and powered by moneyinfo, that gives you a complete picture of your financial life.

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.

One place for everything financial.

Here’s a few of the things the Ten Wealth Client Portal app can help you with:

• From a single investment to an extensive investment portfolio; the Ten Wealth Client Portal 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.

• Comparing your spending to your income and visualising how much you can save or give away over time, helping you achieve your financial goals.

• 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 also ensuring that your financial information is accessible to your dependants and executors.

The Ten Wealth Client Portal app is exclusively available to clients of Ten Wealth Management Limited. The Ten Wealth team can be contacted via email: [email protected].