Unified overview of your wealth
See everything you own and owe across savings, investments, real estate, loans, and pensions. No more spreadsheets. No more guesswork.
Smarter wealth tracking
Track your assets, liabilities, and long-term progress with a tool built to give you clarity, confidence, and control.
A living picture of your net worth
Wealth Tracker turns scattered financial data into a single, living picture of your net worth. It shows where your money is, how it grows, and how today’s decisions shape tomorrow’s outcomes.
Platform highlights
From day-to-day balances to decade-long projections, every module works together to keep you informed and decisive.
Health check
Keep a constant pulse on assets versus liabilities
Automated signals surface what needs attention so you can stay proactive, not reactive.
Core features
These pillars turn raw account data into a story you can act on.
Unified overview of your wealth
See everything you own and owe across savings, investments, real estate, loans, and pensions. No more spreadsheets. No more guesswork.
Automatic valuation & performance
Asset values update with real-world prices and expected growth so you can instantly see how wealth changes month over month.
Loan & mortgage tracking
Understand how your loans decline over time with simple timelines for interest, principal, and projected balances.
Future wealth projection
Visual forecasts show how your financial position could evolve for years based on expected returns and contributions.
Health check & alerts
Spot trends early—identify when liabilities spike, savings dip, or something unusual happens so you can respond immediately.
Actionable insights
Simple explanations highlight what drives growth, which assets carry risk, and how decisions strengthen long-term stability.
Beautiful, clear visuals
Interactive charts tell the full story without burying you in numbers.
Actionable insights
Instead of dashboards full of noise, Wealth Tracker highlights the handful of insights that matter right now.
Why Wealth Tracker
Know exactly where you stand today
Open one screen and see your entire financial life—the signal without the noise.
See your progress over time
Track trends, milestones, and inflection points so you always know if you’re moving forward.
Make smarter financial decisions
Connect decisions to outcomes with context-rich analytics before you move money.
Compare options before acting
Weigh loan paydowns versus investing, or new contributions versus cash buffers with side-by-side projections.
Reduce stress and uncertainty
Automated monitoring and alerts replace guesswork with calm, timely nudges.
Feel confident and in control
Build a clear roadmap that keeps you accountable to the future you want.
Ready to get started?
Connect accounts, link liabilities, and see a complete wealth picture in minutes.