WealthSafe: a lifetime of paperwork at the click of a button
Introducing WealthSafe, our new personal document filing system designed to keep up with the demands of modern life. 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.
With WealthSafe, you can keep all your important paperwork securely in one place. It’s an ‘online ﬁling cabinet’ where 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.
This intuitive cloud solution will enhance your relationship with your Wellesley adviser, as WealthSafe allows you to instantly share documents with each other in a secure environment. It will also assist you with intergenerational planning, helping you to keep documents and memorabilia safe for future generations.
If you are an existing WealthSafe user, you can login using the link below, alternatively if you wish to sign up to Wealthsafe you can do so easily by clicking the register button.