Beresfords My Wealth Chest brings together all your financial information in one place – a customised dashboard that’s convenient and easy to use.
Through this app, you can:
• Create a budget
• Track your assets and liabilities
• Connect to multiple financial institutions and collate your information
• Check your credit score
• Know the current worth of your assets
• Store all your financial documents
• Communicate with your Beresfords adviser
We know staying on top of finances can be difficult, so we’re bringing you an all-in-one solution that will change the way you manage your wealth and get their entire financial world under control.
(Logbook function will use location background mode, which may dramatically decrease battery life)