Aggregates all assets (bank accounts, investments, property, vehicles) and liabilities (loans, mortgages, credit cards) into a single, real-time net worth calculation.
Automatically categorizes imported bank transactions into user-defined income and expense categories, learning from user corrections over time.
Allows users to project their financial future based on current data and create 'what-if' models for events like market downturns, job loss, or large purchases.
Uses secure, regulated Open Banking APIs to connect directly to hundreds of UK and European financial institutions for automatic, read-only transaction updates.
Provides a highly configurable main dashboard with widgets for key metrics, plus a suite of detailed reports on cash flow, spending by category, asset allocation, and goal progress.
A mid-career professional with multiple income streams, investment accounts, and a mortgage uses WealthPosition to consolidate all financial data. They track net worth growth over time, use forecasting to model retirement scenarios, and ensure their savings rate aligns with long-term goals like early retirement or funding children's education. The tool provides the clarity needed to make confident investment and spending decisions.
An individual or couple focused on paying down student loans, credit card debt, or a car loan uses the platform to create a detailed debt snowball or avalanche plan. By linking all loan accounts, they can track balances and interest in real time, forecast payoff dates based on extra payments, and visualize the motivating progress as their net worth improves with each payment.
A family uses the 'Family' plan to manage shared finances. Parents can track household budgets, shared savings goals (like a vacation or home renovation), and even introduce older children to basic financial concepts by allowing them limited visibility into their own savings accounts. It serves as a central hub for family financial discussions and collaborative goal setting.
A freelancer with irregular income uses WealthPosition to separate business and personal finances within the same platform. They track business expenses, invoice payments, and tax liabilities, while also projecting personal cash flow through lean months. The forecasting tool is particularly valuable for planning for quarterly tax payments and building a personal emergency fund based on variable business income.
Individuals nearing retirement use the scenario planner to stress-test their portfolio. They input all pension pots, ISAs, and other assets to model different withdrawal rates and market conditions. This helps answer critical questions about whether their assets can sustain their desired lifestyle through retirement, informing decisions about when to retire and how to adjust spending.
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