Screenshots

Description

No more digging around for paper work to get your finances in order. B Wealthy is a personal wealth app that helps you find and manage your whole financial world at a touch of a button. 

Having difficulty understanding your financial position? Tax time a headache in collating paper work? The solution is B Wealthy.

B Wealthy is an easy to use app that gathers all your information in one place, giving you a clear overview of your wealth. Once you download the app, you can be connected to your finances in just minutes. And with bank level security, your data has never been safer.

What features are available with B Wealthy?

Data Collection
Give yourself greater control with up-to-date access to all your financial information, including all your assets and liabilities – bank accounts, credit cards, properties, cars, loans and mortgages. 

Cash Flow
Keep track of your cash flow with the auto-categorisation of spending and expenses.

Digital Document Signing
Save time and paper by signing those important documents digitally on any device. 

Goals 
Have a financial goal? Achieve it with our Goals feature, which helps you budget to reach it. 

Connect to a professional 
Connect with your adviser or accountant and request services without having to physically visit them. B Wealthy can also provide your financial professional with valuable data that they can use to assist you. 

Tax Time
Make tax time easy with all your financial data and documents stored securely in the cloud.
(This app will uses location background mode, which may dramatically decrease battery life.)

What’s New

Version 3.43

We’ve made a bunch of improvements, big and small, to significantly improve the user experience
- Managing your family and professional team members just got a whole lot easier! We’ve updated the Team section of the app with a new look that makes adding and viewing team member details more convenient.
- The Cashflow section of the app has been spruced up with a suite of small improvements to the transactions view.
- In other parts of the app, small user experience enhancements have been added to make a smoother experience.
- There were some bugs. We squashed them.

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

Dd3001 ,

The Best One Stop Finance App

This has got to be the best Finance App around. My financials where in a mess before I had this App!! I had super all over the place and bleeding money in institutional fees it was all to hard trying to understand my personal wealth like income, outgoings, super and asset values but now thanks to this App and Myprosperity I was able to pull it all together and save money.
I can now enjoy a coffee as my life is now under control I can see all my personal wealth on one device all on the same screen it helps me adjust my spending habits and I have savings everywhere I can see my Super, Bank Accounts, Investments and Assets like my Car and House Values all in one app not like before checking bank accounts and trying to add it all up but that’s old technology this app does it all!! I’m always up to date with my net wealth you don’t have to be rich to use this just care about your own financials It helps you understand what you are personally worth I now feel in control of my finances and it’s so easy to navigate.
Do you know what your worth? or are you like I was have no knowledge of your financials, have multiple Super accounts and paying multiple fees just bleeding your hard earned money away.
Well make a change today and take charge of your life and get these Apps to help get your future on track life is way too short not to do something.
“Nothing ventured nothing gained”

Lexter70 ,

Everything in one place

Awesome tool! I love seeing all my finances information in one secure place. I can see how much I am worth every day if I want. And solved my problem at tax time...no longer do I need to turn up to the account with bits of paper. I just give him access to my B Wealthy app.

It’s given me great insight into my spending habits too 😜

Information

Seller
BIRLING PTY. LTD.
Size
82 MB
Category
Finance
Compatibility

Requires iOS 9.3 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English, French, German, Japanese, Portuguese, Russian, Simplified Chinese, Spanish, Traditional Chinese, Ukrainian

Age Rating
Rated 4+
Location
This app may use your location even when it isn't open, which can decrease battery life.
Copyright
©Copyright 2018 Birling Pty Ltd trading as Birling Wealth Mangement. All rights reserved.
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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