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wealth365.co.ukProfessional UK financial planning tools for wealth management and investment tracking.
About
Wealth365 offers a UK financial planning platform designed for both individuals and financial advisors. The platform provides tools for DIY retirement and wealth planning, including tax calculations and State Pension forecasts, and for advisors, it offers planning, CRM, and client lead generation services. Wealth365 aims to provide a panoramic view of financial assets, debts, and goals in one place.
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Frequently Asked Questions
What does Wealth365 do?
Wealth365 offers a UK financial planning platform designed for both individuals and financial advisors. The platform provides tools for DIY retirement and wealth planning, including tax calculations and State Pension forecasts, and for advisors, it offers planning, CRM, and client lead generation services. Wealth365 aims to provide a panoramic view of financial assets, debts, and goals in one place.
What industry does Wealth365 operate in?
Wealth365 operates in Fintech, Financial Planning, Wealth Management, Investment Tracking, B2B SaaS, White-label Platform.