Smarter Money

Features Smarter Money

The Smarter Money app is a service provided exclusively for clients of Smarter Financial Planning.Powered by moneyinfo, the app gives you a complete picture of your financial life.Here are a few of the things the Smarter Money app can help you with –Making better financial decisions and answering questions such as; How much is enough?
Will I run out of money?
Am I saving enough for my future?
When can I retire?Making it easy to understand how your all investments are doing with daily valuations, share and fund prices.Communicating directly with us via the fully encrypted messaging service.Organising all of your financial information in one place securely.
Not only providing you with peace of mind, but 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?
Tracking your income and spending on your credit cards and bank accounts.
Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.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 against the Land Registry price index 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.
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.The Smarter Money app makes understanding and keeping track of your money both easy and safe.The Smarter Money app is available exclusively to clients of Smarter Financial Planning.
If you dont already have access to your own Smarter Financial Planning account, contact the team at [email protected].