Give every client a branded retirement and net worth planning app — on their phone, between your meetings. No backend. No GDPR headache. No subscription for them.
Most clients have no clear picture of their financial position between annual reviews. WealthView changes that — and the credit goes to you.
Your brand on their home screen. Clients track net worth, model retirement, and review tax position year-round — between your meetings, not just during them.
Everything stays on the client's device. No cloud sync, no data custody, no servers. Your compliance team has nothing to review — because there's nothing to review.
Income tax, NI, ISAs, SIPPs, State Pension, IHT, PLSA benchmarks. Built for the UK market from the ground up — not an American app with a £ sign.
Clients see your firm's name and branding throughout. WealthView is invisible — it's your client engagement tool, published under your developer account.
Clients who arrive knowing their net worth, retirement gap, and tax position have more productive annual reviews. Less time on basics, more time on advice.
Development, App Store submission, annual tax year updates, and ongoing maintenance. You hand it to clients. We keep it current. Simple.
We show you the full app on a phone — no slides, no deck. You see exactly what your clients would experience. We agree branding, colours, and firm name. Takes 20 minutes.
No commitment requiredWe apply your firm's branding — name, colours, and logo throughout the app. Your Apple and Google developer accounts are used for submission, so the app is published under your firm's name.
Typically 2–3 weeksWe handle the full iOS and Android submission process. Once live, your advisers get a download link to share with every client and prospect. No app store management required from your team.
iOS & AndroidEvery April we update the app for the new UK tax year — income tax bands, NI thresholds, ISA limits, pension allowances. Your clients always have current numbers without lifting a finger.
Included in licenceWealthView stores all client data in their phone's local storage. There are no servers, no accounts, no cloud sync. Your firm never touches client data — which means there's nothing to register, nothing to secure, and nothing to breach.
Both options include full white-labelling, App Store submission for iOS and Android, and annual UK tax year updates. No hidden costs.
We'd rather show you the product than describe it. A 20-minute demo call is all it takes — no deck, no pressure. If it's not right for your firm, we'll say so.
hello@summitapps.co.uk · wealthview.co.uk