Your Global Financial Footprint in the Palm of Your Hand.

Get all your finances in one place

Know your financial worth in seconds.

It's financial planning made easy. It's the top line without the noise. The important information without the jargon. Know exactly where you stand financially, with Wedge.

Live Net-Worth Tracker

Wedge calculates your global Net-Worth at any given time using Live Data from your bank accounts, property price trackers and your investment portfolio.

Multi-Currency Aggregation

Wedge allows you to aggregate all of your assets, across all jurisdictions and currencies, to present you with your global Net-Worth in your display currency of choice.

Track Your Stock Portfolio

Wedge can track any specific stock as part of your portfolio and give you a live value of your current holdings.

Retirement Goal Tracker

Wedge’s Retirement Calculator Tool allows you to identify where you currently stand vs your own long term planning goal.

View Your Entire net-worth

See the big picture

  • Financial information is organised in a consistent format
  • Know your worth at any given time
  • Connect your bank account and crypto wallets
  • Import your investment and pension assets

Simplify your finances

  • Set clearly defined goals
  • Centralise and automate your finances
  • Easily make financial decisions
  • Understand your financial position

Improve your finance visibility

  • Use the financial calculator to predict investment returns
  • View detailed stats on your investments
  • Track your net worth month over month
  • Receive alerts for the latest investment info

Secure your documents

  • Gather all your important docs in one place
  • Securely encrypt your critical paperwork
  • Access to your docs whenever and wherever you need it
  • Share access with trusted parties

Take control of your financial future

Gather your financial information for a simple and consistent view of your portfolio. Set goals and track your progress towards your desired financial position.

Document Vault

Securely store your important documents in one place.

Analytics

Drill into every aspect of your financial footprint.

Goal Tracking

Understand where you are today versus where you need and want to be.

Property Value Tracking

Aggregate your Real Estate and other physical high-value assets alongside bank and investment accounts.

Your financial worth, simplified.

Centralise your financial wealth, save time and become empowered with Wedge.