November 14 2019
The WLTH platform enables users to track all their finances in one digital location. All your financial information can be securely stored into your account so you can manage your finances with ease. However, huge amounts of information can sometimes be overwhelming to analyse.
Thankfully, the technology in the WLTH platform aggregates your data to create digestible reports specific to your preferences. These reports provide straightforward access to your finances so you can make better investment decisions in a shorter amount of time.
To generate reports in WLTH, click ‘View reports’ on the right side of your dashboard.
Select the report you want to view! These reports can be downloaded and printed for your convenience.
The period the report covers is located on the top of the second page. To print specific reports with custom information or dates, you must filter your wealth or cashflow areas to reflect the desired information.
Don’t be intimidated by your finances ever again! Visit our support page if you need more help!
Each week in the FinTech Five for Friday we will include a new feature to assist you to get the most out of your WLTH Digital Portfolio Manager.
If you haven't downloaded the WLTH app yet, it is available on the App Store and Google Play Store!