Ivy Wealth is a secure client portal and mobile app from Ivy Sterling, designed to bring all your financial information together in one convenient place.
Through the app, you can communicate with us via secure messaging, access your investments, pensions, and savings anytime, anywhere, and safely store important documents.
All your data is encrypted and backed up in the cloud, ensuring your financial information is protected and giving you peace of mind.
Watch our video to learn more about how Ivy Wealth can simplify your financial management.
Available to download:
With Ivy Wealth you can
-
View your investment portfolio
-
Quickly access your insurance details
-
Track your property values
-
Manage your income and spending
-
Safely store all your important documents
-
Be reminded about your renewals, income and payments
Everything
summarised
Your dashboard gives you a snapshot of your entire financial life and an easy navigation point to everything you need. Personalise it to display the information that matters to you most.
Keep track of
your investments
Ivy Wealth makes it easy to see how your investments are doing. Valuations are updated daily and build into a history across your entire portfolio.
Your personal
financial assistant
Keep an eye on upcoming renewals, payments, income and maturities. Add your own key events such as road tax and HMRC payments.
