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It's financial planning made easy. It's the top line without the noise. The important information without the jargon. Know exactly where you stand financially, with Wedge.
Financial information is organised in a consistent format
Know your worth at any given time
Connect your bank account and crypto wallets
Import your investment and pension assets
Set clearly defined goals
Centralise and automate your finances
Easily make financial decisions
Understand your financial position
Use the financial calculator to predict investment returns
View detailed stats on your investments
Track your net worth month over month
Receive alerts for the latest investment info
Gather all your important docs in one place
Securely encryption your critical paperwork
Access to your docs whenever and wherever you need it
Share access with trusted parties
Grow your understanding of how your investments can grow or fall with market-related insights from Wedge experts.
Gather your financial information for a simple and consistent view of your portfolio. Set goals and track your progress towards your desired financial position.
Securely store your important documents in one place.
Drill into every aspect of your financial footprint.
Understand where you are today versus where you need and want to be.
Aggregate your Real Estate and other physical high-value assets alongside bank and investment accounts.