Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services.
This app provides Innate Wealth clients with a ‘window to their wealth’.
Features include:
• Net wealth tracking
• Portfolio access and reporting
• Document storage, including legal documents, trust deeds and estate documents
• Insurance documentation
• Market information
• Advice documents
The app has been designed to enable you to access your personal and financial information in one convenient location via your tablet from anywhere in the world.