Wealth Design has a free mobile App. The App has been carefully designed in response to the growing use of smart phones and mobile devices used by our clients. You can access your portfolio through the app, view the latest news relevant to your financial affairs, and access views and tips from Wealth Design and Hunter & Co. You can also browse the library of tax tables, use the financial calculators and view important financial dates. From National Insurance and Inheritance Tax to Income Tax and Tax Credits – the resource is there to support you.
Never lose a receipt again – using the receipt management tool
Using the latest App, you can track receipts and expenses literally at the touch of a button. With minimal effort, you can take a picture of any receipt and save it to your app. Any additional information can be added later and receipts can be stored by amount, category, and date. It can help you track all your expenses with ease and enable us to interact digitally with you.
Keeping in touch via ‘Push Notifications’
The new app enables us to send push notifications to all App users. We will be using this feature to share important news, deadline reminders and financial updates with you.
This app was designed to provide every service you could ask from us. We’ve put your favourite business systems, invaluable tools and features such as calculators, tax tables, logbooks, receipt and income management, instant access to the latest financial news and information and valuable company info, directly from us. With all this on one app, it will likely be your go-to tool in the future.