MyWealthHQ is a digital planning and advice platform – It’s an all-in-one digital financial solution; a powerful combination of the speed and ease of digital financial planning supported by experienced financial advisors.
Our software is designed to help you manage all of your financial accounts in one place. We focus on planning, goals and getting organized.
Our mobile-ready platform has an account aggregation feature that allows the user to organize their entire financial life, a secure electronic vault for document storage, self-help financial planning calculators, and the ability to access a Certified Financial Planner for more complicated financial planning needs.
MyWealthHQ pulls together all your finances to help drive more successful financial outcomes. We believe our technology provides users with useful financial tools that go above and beyond portfolio construction and asset allocation.
Now available for iPad
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With Family Sharing set up, up to six family members can use this app.