Unify Your Finances Across the Globe
Seamlessly connect all your financial accounts, regardless of currency, institution, or geography, for a comprehensive view of your wealth.
Connect Your Accounts
The Connecting Accounts feature in the Hoxton Wealth App brings all your financial data together in one place, regardless of where your accounts are held or in which currency they are denominated.
By leveraging open banking protocols, our app enables you to link your bank accounts, investments, pensions, loans, credit cards, and mortgages seamlessly.
This consolidated view empowers you to manage your wealth more efficiently and makes it easier for our advisors to provide you with comprehensive, informed guidance.
Start Connecting Your Accounts
Secure account linking through open banking
Use open banking protocols to safely connect your financial accounts from various institutions across the globe.
Unified financial overview
Once linked, all your accounts are displayed in one easy-to-use interface, providing a comprehensive overview of your financial health.
Real-time synchronization
Your data is updated in real-time, ensuring you always have the most current information at your fingertips.
Why Connecting Your Accounts Matters
By connecting all your accounts in one place, you gain a holistic view of your finances, making it easier to manage your wealth and make informed decisions. This integration eliminates the need to switch between multiple platforms and provides a single source of truth for your financial data. For our advisors, this consolidated view enables them to offer more precise and tailored advice, enhancing the overall advisory experience.
Seamless Integration for Complete Control
The Connecting Accounts feature integrates smoothly with other tools in the Hoxton Wealth App, such as net worth tracking and financial planning. This interconnected system ensures that all aspects of your financial life are accounted for, providing a comprehensive and coherent strategy. For our advisors, having access to a fully integrated financial view allows for more precise planning and advice.
