Skybound Wealth

Skybound Wealth Management

About this app

Skybound Wealth is your complete wealth management app, built to give you clarity, control and confidence over your financial life.
Your investments, financial plan, adviser, documents, risk profile and key actions are brought together in one secure and intuitive platform, helping you stay informed, organised and closely connected throughout your advice journey.

View your portfolio through clear performance insights and interactive charts. Track how your investments are performing and access the information you need with greater confidence.

Use the redesigned Plan screen to see your wider financial picture in one place, including income, expenses, assets, liabilities, net worth and monthly surplus. This gives you a clearer view of where you are today and helps support better planning decisions for the future.

Stay connected with your adviser like never before. View their full profile, including contact details, qualifications, areas of expertise and regions supported. Call or email directly, share their contact card with someone who may benefit, and book meetings through the app without unnecessary back and forth.

Explore the Skybound hub for financial insights, planning ideas, solutions, articles, videos, podcasts and upcoming events. Content is refreshed regularly and designed to support more meaningful conversations between you and your adviser.

Complete key processes seamlessly within the app. Verify your identity through a guided KYC flow, upload and manage documents securely in your personal document vault, and review and sign documents digitally using DocuSign.
Manage important actions with ease. Update payment methods, request valuations, and complete or renew your Risk Profile digitally. Any updates you make sync securely with your adviser through Skybound’s two-way integration, helping keep your planning information aligned.

Built by Skybound Wealth, a global leader in financial planning, the app combines decades of expertise with smart, client-first technology. It is designed to make your financial life clearer, your adviser relationship stronger, and your planning journey easier to manage.

Download Skybound Wealth today and experience a smarter, more connected way to manage your wealth and plan your financial future.

What’s new

• Explore Learn, your new destination for blogs, videos, podcasts, guides, magazines, and events
• Discover Invest, featuring investment opportunities, property, insurance, mortgages, and financial planning solutions
• Complete your KYC journey, securely store documents in your Document Vault, and sign documents digitally with DocuSign
• Fully upgraded adviser profiles with meeting booking and richer adviser information