The Future Assist App is a free, personal wealth app that helps you take control of your whole financial world. Unlike other personal wealth apps, the Future Assist app can also connect you to a Future Assist Financial Adviser.
The app is simple to use and gathers all your information in one place, giving you a clear overview of your financial position.
Once you download the app, you can be connected to your finances in just minutes through bank level security.
Features Available
More Transparency – Get deeper insights into your wealth position with up-to-date access to all your financial information, including all your assets and liabilities such as banks accountants, credit cards, properties, cars, loans and mortgages.
Better Budgeting – Know exactly where your money is going and keep track of your cash-flow with the auto-categorisation of your spending
Focus on Your Goals - Have a financial goal? Achieve it with our Goals feature, which helps you budget to reach it.
Work with Your Adviser - Connect with a Future Assist Financial Adviser and request services without having to pick up the phone or leave the house. With your permission, the app can also provide your Adviser with valuable data that they can use to support you and your goals.
Making Tax Time Easier - Make tax time easy with all your financial data and documents stored securely in the cloud.
Digital Document Signing - Save time and paper by signing those important documents digitally on any device.
Take control of your finances and download the Future Assist app today.