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We help Plan and
Manage Your Finance

APP WEALTHSYNC

App’s core features

The app provides wallet management, user profiles, push notifications, retirement accounts, low-risk investments, insurance management, educational financial planning, resources for financial education, and tools for everyday budgeting.

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User Profile

Users can view and update their profile information.

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Push Notification

Users receive push notifications for significant financial events

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Retirement Account

Users can allocate funds to a retirement account for future financial security

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Low risk Investments

Users can invest in Low risk Investments to diversify their portfolios

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Insurance Options

Users can explore and manage various insurance policies, especially life insurance

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Educational Planning

The app supports setting financial goals for educational expenses

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Resources

Users can watch short videos on basic financial planning, education, and training to learn how to manage their money, save for the future, and invest wisely

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Everyday Budgeting and Cashflow Management

Users can categorize transactions and create budgets to manage daily finances.

Get a real-time view of your cashflow

Monitor your cash flow in real-time to stay informed about your financial situation.

About the APP

WealthSync is a mobile app aimed to revolutionize financial planning experiences for users. It will empower users to create comprehensive financial plans, fund their accounts, and diversify their assets across six major financial pillars: Retirement Planning, Investment, Cashflow Management, Insurance, Educational Planning, and Estate Planning.

Clients and partners

For clients, our platform offers real-time insights into cash flow, empowering informed financial decisions. Partner with us to access cutting-edge tools for optimizing cash flow management and enhancing financial strategies.

Get the App now

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