WESSEX IM Active Wealth App

The WESSEX IM Active Wealth app is provided by WESSEX INVESTMENT MANAGEMENT Limited and powered by moneyinfo.

The WESSEX IM Active Wealth app will allow clients to:

• Securely access and track their investments, pensions and savings effortlessly, online and in one place.

• Hold associated financial information from other providers safely and securely; such as, insurances, property, and bank accounts as well as other assets.

• Track income and spending on credit cards and bank accounts.

• Securely communicate with their adviser whenever, and wherever it suits them, with encrypted WhatsApp style messaging eliminating the need for email.

• Share and digitally sign important documents which will be automatically stored encrypted in the cloud, eliminating unnecessary paper copies and reliance on Royal Mail.

• Scan documents in-app rather than having to photocopy or scan and send via email or Royal Mail.

• Create an in-case-of-emergency folder where all important paperwork and insurance documentation can be kept in one place, for trouble-free access if the unexpected happens.

• Track their property value against the Land Registry price index.

The WESSEX IM Active Wealth app makes understanding and keeping track of your money both easy and safe.

The WESSEX IM Active Wealth app is available to clients of WESSEX INVESTMENT MANAGEMENT Limited. If you don't already have access to your own account, contact the team at clientservices@wessexim.co.uk.