Use cases · Financial Portfolio
A useful wealth tracker should reflect your life rather than force every asset into the same box. See examples for family handover, multiple properties and mixed personal/entity records.
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Use cases
If one person knows where every document is, the rest of the family may be left searching when circumstances change. A connected financial portfolio can make the information easier to locate and explain.
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Use cases
Multiple properties mean multiple loans, policies, providers and owners. A property list alone will not show the whole position.
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Use cases
When assets sit across personal names, a company and a trust, the challenge is often explaining which record belongs to which structure.
Explore this resourceConnected by design
Choose a part of your financial life to explore.
Bring the assets and debts you record into one view, with the detail behind each figure close at hand.
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FINANCIAL PORTFOLIOKeep current statements and policies beside the records they explain, so you have a useful place to start.
Explore this featureFINANCIAL PORTFOLIOA connected picture
A useful record shows what exists, who is connected to it and where the supporting information lives. Start with the situation closest to yours.
Keep the picture connected
No. The need to find and explain records is not limited to a particular wealth level. The value depends on your record-keeping needs, not a minimum portfolio size.
The app supports people and several entity types, including companies and trusts, but records do not verify legal rights or replace professional advice.
Start with what you have
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.
