Wealth Help selects eWise platform to launch personal financial management tool
Wealth Help has selected eWise's money manager solution in the Cloud to launch an advanced personal financial management tool.
UK-based Wealth Help has selected eWise’s money manager solution in the Cloud to launch an advanced personal financial management tool.
Wealth Help will launch the money manager service as its primary digital engagement channel, which will enable clients to access their portfolio and gain greater insight into their finances.
The solution will also enable Wealth Help clients to analyse their spending, set and manage budgets and understand their future cash-flow needs.
With this tool, Wealth Help clients can aggregate accounts from all of their financial services providers into a private and secure Personal Data Vault, a feature powered the eWise patented Client-Side account aggregation technology.
Wealth Help co-founder Stuart Bailey said: “The marketplace has forced many lower income earners to essentially be priced out of advice in general. We want to redress the balance and use technology to help reduce the costs associated with advising clients.”
“For us to be able to clearly state to our users that they never need to disclose their online credentials to a third-party and that their financial information is secure and private is brilliant.”
eWise president & CEO David Hamilton said: “While we have seen strong evidence in the UK that people are taking a more active role in managing their financial well being, there are millions of Britons not saving adequately for retirement. We are excited to be working with the team at Wealth Help to ensure that people get organised with their finances and to take the guess work out of their financial future.”