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Wealth Help taps eWise for UK PFM tool

02 July 2015  |  2512 views  |  0 Source: eWise

eWise, the leading international provider of Personal Financial Management (PFM) and Account Aggregation solutions, announce that Wealth Help will launch an advanced Personal Financial Management tool using the eWise Money Manager solution in the Cloud.

Wealth Help will launch the Money Manager service as their primary digital engagement channel, enabling clients to access their portfolio and gain greater insight into their finances. The Personal Financial Management (PFM) features allow Wealth Help clients to analyse their spending, set and manage budgets and understand their future cash-flow needs.

“Our mission is to demystify the world of personal finance, helping our clients know where they are today and how to achieve their goals in the shortest time for the future.” said Stuart Bailey, Co-founder of Wealth Help. “The marketplace has forced many lower income earners to essentially be priced out of advice in general. We want to redress the balance and use technology to help reduce the costs associated with advising clients. ”

A key feature of the Money Manager tool is the ability for Wealth Help clients to aggregate accounts from all of their financial services providers into a private and secure Personal Data Vault , a feature powered the eWise patented “Client-Side” account aggregation technology. “Understandably, people are cautious when it comes to sharing anything financial, particularly online. The eWise Money Manager solution was unmatched by anything else we had come across in the industry. For us to be able to clearly state to our users that they never need to disclose their online credentials to a third-party and that their financial information is secure and private is brilliant.” Bailey said.

Wealth Help aim to become the first choice for people who are serious about taking control of their money and achieving the goals they want in life.

“While we have seen strong evidence in the UK that people are taking a more active role in managing their financial well being, there are millions of Britons not saving adequately for retirement. We are excited to be working with the team at Wealth Help to ensure that people get organised with their finances and to take the guess work out of their financial future.” said David Hamilton, eWise President & CEO.

About Wealth Help
Wealth Help was launched in 2013 to re-invent the world of financial advice. Founded by Mark Brooks and Stuart Bailey, WealthHelp aim to become the first choice for people who are serious about taking control of their money and achieving the goals they want in life. Wealth Help Ltd is an appointed representative of Intrinsic Financial Planning Limited , which is authorised and regulated by the Financial Conduct Authority in the United Kingdom.

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