Plan your best financial future
ViziWealth is the collaborative wealth management platform for the entire family
Getting a grip of your finances does not have to be hard. With ViziWealth, you can:
Have an organized, holistic, and dynamic view of your personal finances
Get a peace of mind that you and your family are secured financially
Be able to plan for the important events in your life
Get full clarity on where you stand financially now, with a projection into the future. ViziWealth offers a dynamic overview of your wealth, collecting all your assets, liabilities, and cashflows into a single space to help you achieve full transparency for better decision making.
Make your dreams come true by setting and prioritizing your financial goals. Use ViziWealth to turn them into actionable plans that you can start executing today, and track your progress consistently. Refine your plans continuously and adapt until you reach your goals.
Plan your dream future with the people you love and trust with ViziWealth collaborative financial goal planner. Share relevant assets and information, and track how you are doing together, while keeping your desired level of privacy as well.
Validate and enhance your plans with support from a qualified independent financial adviser. You can share the necessary information and work together on your financial goals and recommended activities. Getting support from top-notch experts is just one click away.
Who is it for?
ViziWealth is for any individual or family who want to put their personal finances in order without using complex datasheets that are difficult to maintain.
Even for those who are just getting started with financial planning, ViziWealth guides you through the process.
Individuals with multiple distributed assets
For organizing multiple accounts, such as bank accounts, ETFs, shares, stock options, and so on, into a neat and clear overview.
Family people who want to collaborate
For sharing their financial overview with partners, and planning relevant goals, such as kids’ education together.
Financial advisors for better client support
For fast and easy collaboration with clients and ongoing support in financial planning and execution.