Understand Your Wealth Immediately
Track, manage, and optimize your financial health with real-time insights into your net worth, all at your fingertips.
Learn How It Works
The Net Worth feature in the Hoxton Wealth App is your gateway to a complete understanding of your financial health.
By consolidating all your financial accounts, assets, and liabilities into one intuitive dashboard, you gain a clear and comprehensive view of your wealth. This real-time insight not only helps you make informed financial decisions but also serves as a critical tool in our advisory process.
With a clear snapshot of your financial position, our advisors can provide more targeted and strategic guidance, tailored specifically to your unique situation.
Track Your Net Worth
Securely link your financial accounts and assets
Easily connect your bank accounts, investment portfolios, and other assets for a holistic view.
Automatic calculation of net worth
Our app automatically calculates your net worth by subtracting liabilities from total assets.
Real-time updates for accurate insights
Your data is updated in real-time, ensuring you always have the most current information at your disposal.
Why Tracking Your Net Worth Matters
Regularly tracking your net worth is essential for maintaining a clear picture of your financial health. It helps you identify areas of strength and opportunities for improvement, set realistic financial goals, and measure your progress over time. By integrating this tool into your financial routine, you gain the clarity needed to make informed decisions. In tandem with our advisory services, the Net Worth feature allows us to provide advice that is both timely and deeply relevant to your current financial situation.
Seamless Integration with Your Financial Plan
The Net Worth feature seamlessly integrates with other tools in the Hoxton Wealth App, such as WealthFlow and investment tracking, to provide a holistic view of your financial health. This interconnected system ensures that all aspects of your financial life are considered, offering a comprehensive and coherent strategy. For our advisors, this integration means having access to the most accurate and up-to-date information, enabling them to tailor advice and strategies to your evolving financial needs.
