We can now do so much on our smartphones and laptops, including sending documents to the other side of the world. However, when it comes to finding our house deeds or an old tax return, often we find ourselves frantically rifling through the attic or in miscellaneous drawers. Now you can keep all your important paperwork at your fingertips with WealthSafe.
WealthSafe is an ‘online ﬁling cabinet’ where everything is kept securely in one place: every paper is in order, easily searchable, deadlock-secure and easily accessible. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.
Enhancing your wealth management experience
WealthSafe will enhance your relationship with your Wellesley adviser, as it allows you to instantly share documents with each other in a secure environment. This intuitive cloud solution provides a unique bridge between our personal advice and convenience of technological solutions.