The WB Wealth DocPortal app provides our clients with a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser. Inclusive in this offering is the ability to access your Online Wealth Account and the option to engage in intergenerational planning with a digital executor feature.

Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning.



WB Wealth are proud to offer our clients the WB Wealth DocPortal App.

Securely store your most important files and access them at any time within your app.

Protect your most personal data using enterprise-graded, encrypted security.

Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning.