Claritas WealthView

Claritas WealthView is a service provided by Claritas Wealth Management Limited and powered by moneyinfo that gives you a complete picture of your financial life.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

One place for everything financial.


Here’s a few of the things the Claritas WealthView App can help you with –

• From a single investment to an extensive investment portfolio; the Claritas WealthView App makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.

• Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?

• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?


The Claritas WealthView App makes understanding and keeping track of your money both easy and safe.


The Claritas WealthView App is available to clients of Claritas Wealth Management Limited. If you don't already have access to your own Claritas WealthView App account, contact the team at hello@claritaswm.co.uk.
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What's New

This new version of the WealthView app includes the ability to share scanned documents and upload them to either a Document folder or attach directly to an item within WealthView.
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Additional Information

Updated
October 19, 2018
Size
15M
Installs
10+
Current Version
1.1.0
Requires Android
4.0.3 and up
Content Rating
Everyone
Permissions
Offered By
Moneyinfo Ltd
Developer
Forward House 17 High Street Henley-in-Arden Warwickshire B95 5AA
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