Swissential

The Swissential app is a service provided by Swissential and powered by moneyinfo that gives you a complete picture of your financial life.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

One place for everything financial.

Here’s a few of the things the Swissential app can help you with –

From a single investment to an extensive investment portfolio; the Swissential app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

Tracking your property value and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.

Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?

Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?

The Swissential app makes understanding and keeping track of your money both easy and safe.

The Swissential app is available to clients of Swissential. If you don't already have access to your own Swissential account, contact the team at clientservices@swissential.com.