Wealth Portal 4+

Minor Suggestions

Brilliant app! I usually utilise my Dell PC, but after being recommended to download this, I am inclined to continue with the mobile version henceforth. I don't fully exploit all its features, but using it to contribute to my grandchildren's pensions was outstanding. I managed to top up all five in one go. Apart from this, I frequently review clauses and upload documents for our adviser to access, the most recent being our statements from an old Prudential With-Profits pension. It's straightforward - simply navigate to the pension section in the app and attach the document. An additional convenient feature is the ability to take a photo rather than just attaching existing files.

We were invited to provide feedback on aspects that could improve. I would suggest that the sign-up process could be simplified; however, once set up with added security measures, we've encountered no issues. Another feature that could be enhanced is the messaging function; at times, it can be confusing to ascertain whom I'm conversing with, especially when the adviser interjects during a discussion with someone else.

Five Stars

We have given this app 5 stars as this is by far the best we have used, and it works well on our iPad mini. We were used to logging into each investment or bank account and populating our own spreadsheet and this does it all. We have a few suggestions to make this even better:

It would be good if we could edit more in the mobile app itself rather than using the web-based version; the banking is great, but could we top up our investments from the mobile in addition to the web version and finally can we have the functionality to categorise our expenditure through the mobile.

Developer Response ,

Thank you for the useful feedback and I’m glad to see you that you like the view on iPad; if you’re using on iPad, we would recommend maximizing the view by clicking the icon in the bottom right and orientating your device to portrait – this will give you the best experience and particularly useful if you forget your glasses!


I absolutely agree with your comments regarding editing via mobile and rest assured this is coming with new functionality being released every 2-4 weeks. In our next release you will indeed be able to top up all your platform-based accounts via our open banking connections which is safe and super secure.


Your personal spending categorisation will be released later this year as we have found that this is better than trying to guess what a narrative on a bank statement means; this particularly useful when you spend money locally or with smaller suppliers. We are super excited about this because it enables clients to manage their own cash flow in real time and plan accordingly.


Thanks again for the valuable feedback.

Worth 5 stars!

The new app is very impressive. I have linked all my bank accounts and now have everything in one place. I particularly like the biometrics on this one as I am always forgetting my passwords, and this is very secure. One minor suggestion I would make is adding your news letters and tax updates in here rather than just a link to another site - it's a small point and I have given you 5 stars anyway.

Developer Response ,

Thank you so much for your valuable feedback. At your request (and others) we have now released a new version which includes 'Insights'; this will cover all the items you wanted. We have included guides and a new home page widget so you can see when new content is available. We hope you enjoy the improvements and please keep the feedback coming.