The Benefits
Comprehensive Financial Snapshot
Get a complete picture of your financial situation by visualising your wealth across 12 Tabs for all your assets and Liabilities.
Streamline Asset Monitoring
Reduce the inconvenience of monitoring multiple asset types such as cash, stocks, property, and cryptocurrencies across multiple accounts.
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Easily monitor your diverse portfolio in one place. No longer do you need to login to multiple accounts to check your progress. Just use WealthViewer. See the full list of supported connections.
Boost Wealth Through Net Worth Tracking
Having a complete overview of your financial position and tracking your net worth can make it easier to manage your finances and identify opportunities to grow your wealth more quickly.
By regularly tracking net worth and portfolio, you can spot trends and make adjustments to your financial plan to generate an optimal return and enhance wealth accumulation.
Make Informed Financial Decisions
Traditional financial reports are often outdated by the time they reach you, hindering timely decision-making.
Without a clear and up-to-date overview of your financial situation, you may struggle to make informed investment decisions.
Understanding your wealth enables you to make better choices regarding investments, savings, and expenditure.
WealthViewer provides real-time data and automated monthly, quarterly and annual reports straight to your inbox enabling you make better financial decisions based on accurate and current information.
Improved Financial Insights and Awareness
Be your own Chief Financial Officer.
You may have a general understanding of the performance and value of your assets, but the more you have the trickier it is to fully understand in detail and identify where your wealth is coming from and what assets are under performing leading to missed opportunities for wealth growth.
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WealthViewer encourages you to track your wealth consistently and provides insights that highlight the performance of different asset classes and underlying assets in your portfolio fostering better financial habits and awareness
Enhanced Debt Management
You may have a general understanding of your liabilities, but if you’ve got student loans, a mortgage, or a few credit cards you can begin to lose track of the total amount quite quickly.
WealthViewer helps you understand and manage your debt levels.
By knowing your liabilities, you can develop strategies to reduce debt and avoid over-leveraging, leading to improved financial stability.
Motivation and Accountability
If you’ve ever found yourself short of motivation or found it difficult to track your wealth, WealthViewer is for you.
We steer clear of time-consuming budgeting for every transaction. Instead, we focus on the bigger issues – are you heading in the right direction?
Tracking your net worth over time can be encouraging, as you see progress towards your goals, and can also highlight areas needing improvement.
WealthViewer serves as a motivational tool that holds you accountable. As we send you a net worth report on the 1st of each month, we’ll get in touch beforehand to ensure you’ve updated your data enabling you to see if you’re on track to achieve your goals.
WealthViewer helps you set realistic financial goals and track your progress towards them.
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Knowing your net worth is a tool that can help you establish short-term and long-term financial goals, such as saving for retirement, buying a home, or reducing debt.
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With WealthViewer you'll get a net worth report straight to your inbox every month. You can get a free report now.
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No Technical Barriers
Financial management tools can be complicated and intimidating, especially for those without a tech background.
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WealthViewer is designed with ease of use in mind, making it accessible to users regardless of their technical expertise. You won’t find a simpler financial platform that provides the level of insights we do.
No More Time-Consuming Spreadsheets
Time is money, so why not save some?
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With our integrations and automated updates, with WealthViewer you'll spend less time updating figures manually like in spreadsheets and more time visualisng your wealth.
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You might even choose to invest your saved time in perfecting your financial strategy.
RETIREMENT FUNDS
You can change your preferred currency to see how much you're worth in $AUD, $NZD, $USD, $CAD, €EUR, and £GBP. If you own cash in another currency or have assets valued in another currency the value will accurately fluctuate with the exchange rate.
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Import Your Spreadsheet or Other Historical Data
If you've been using spreadsheets to track your wealth, we know you wont want to lose that data. WealthViewer enables you to upload the data from your spreadsheet in just a few clicks so you can keep your financial history and enjoy the benefits of WealthViewer instantly.
Knowing Your Net Worth Could Make You $1,000s
8 Money Making reasons AI says everyone should know their net worth!
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​People who regularly calculate their net worth see an aveage annual net worth increase of 15%
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