WealthView لقد قام المالك بالتحقق من معلومات ملفه الشخصي المعروضة على هذه الصفحة.

أدوات التخطيط المالي والميزانية

تعديل الملف الشخصي يزور تقرير

WealthView is a extensive financial management tool designed to help individuals understand, monitor, and project their personal finances, focusing on aspects like net worth tracking, retirement planning, and wealth modeling. Its main features include real-time net worth updates, detailed categorization of assets and liabilities, scenario modeling for retirement and overpayments, visual graphs and milestone celebrations, and a straightforward privacy-focused interface that ensures data remains secure on the user's device. This application addresses challenges related to financial clarity, long-term planning, and goal tracking, making it ideal for UK residents seeking to achieve financial independence, optimize savings, and confidently plan their retirement future.

يمكن العثور على WealthView في Financial Planning & Budgeting Tools فئات.

أكثر المنتجات تشابهاً مع WealthView هي:

Smitham-Wolf Suite ملف شخصي موثق تمت الترقية → WalletCalcs ملف شخصي موثق تمت الترقية → Imfingo →

لقطات الشاشة

تفاصيل

الميزات الرئيسية لـ WealthView

• Benchmarks
  It compares your pension plans to industry benchmarks.
• Lump Sum Slider
  You can choose how much lump sum you want to include (0-25%).
• Beautiful Graphs
  It shows your finances with easy-to-understand graphs and filters.
• Manual Snapshots
  You can add your own snapshots with notes if you want.
• Projected Growth
  It shows what your money could become with different growth rates and contributions.
• Snapshot History
  It saves updates automatically once a day and keeps track of your progress.
• Net Worth Tracker
  It shows everything you own and owe, and updates every time you do it.
• Set Income Target
  You can set a monthly income goal for your retirement.
• Motivating Rewards
  Celebrations help keep you motivated and reward your progress.
• Net Worth Modeller
  It helps you see how your money could grow and what happens if you pay extra on your mortgage.
• Share Achievements
  You can share your milestones with friends or family.
• Category Drill-Down
  You can see details for each account or category.
• Overpayment Savings
  It models how extra payments on your mortgage could save interest and time.
• Retirement Modeller
  It projects your pension into the future and lets you compare scenarios.
• Combined Projections
  You can see your total net worth forecast for up to 30 years.
• Privacy and Security
  Your data stays on your device and is never shared or stored online.
• State Pension Support
  It includes your state pension details and allows calculations around it.
• Milestone Celebrations
  It celebrates when you reach wealth milestones like 50k, 100k, etc.
• Retirement Readiness Score
  A single number tells you if you're on track to retire when you want.
• Mortgage, Debts, Liabilities
  It includes your mortgage, debts, and other liabilities.
• Property, Pension, Investments, Savings
  It tracks your property, pensions, investments, and savings in one place.

الشارات

<a href="https://saasbrowser.com/ar/saas/1495476/wealthview" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/e011hupy90i6wt0qbox1ldec5tgt" alt="WealthView - SaaS Browser Verified Badge" width="200" height="133" /></a>

شارة النسخ

<a href="https://saasbrowser.com/ar/saas/1495476/wealthview" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/ky8l1kh0zzm3a7m9r35dpijyecgx" alt="WealthView - SaaS Browser Verified Badge" width="200" height="133" /></a>

شارة النسخ

بدائل WealthView

Smitham-Wolf Suite

ملف شخصي موثق

تمت الترقية

This online financial calculator tool provides quick, straightforward answers...

WalletCalcs

ملف شخصي موثق

تمت الترقية

This online financial calculator tool provides quick, straightforward answers...

Imfingo

This innovative platform enables users to effectively manage their personal f...