Smarter Tools, Better Planning: The Latest Innovations in the Hoxton Wealth App

Managing your investments just got a whole lot easier. With SnapTrade integration, the Hoxton Wealth App now lets you connect to over 20 top retail brokerages. This new update transforms the app into your all-in-one hub for managing your financial portfolio.

Smarter Tools for Smarter Investing

• Comprehensive Connectivity: Link your brokerage accounts to access a complete view of your investments.
• Streamlined Portfolio Management: Execute trades, track dividends, and monitor performance all in one place.
• Real-Time Insights: Get up-to-date data on balances, holdings, transactions, and orders.

Enhancing Your Experience
The SnapTrade integration takes the Hoxton Wealth App to a whole new level, offering a smarter, more efficient way to manage your investments. From linking accounts to accessing real-time data, the Hoxton Wealth App ensures you’re always one step ahead. Gain a clear view of your portfolio and make informed financial decisions with confidence. Focus on what matters most: achieving your financial goals.

Plan for Any Possibility

What if you could visualise the impact of every financial decision before making it? That’s the power of the new Multiple Scenarios feature within WealthFlow.

How It Works:

• See the Impact Instantly: Visualise how decisions like buying property, starting a business, or increasing savings could affect your retirement age and financial goals.
• Compare Outcomes: Explore different financial paths side by side to make more informed decisions.
• Stay in Control: Test multiple scenarios to gain clarity and confidence in your wealth planning.

Why This Changes Everything
Life is full of possibilities, and with Multiple Scenarios, you can plan proactively for each one. The Multiple Scenarios feature transforms how you approach wealth planning by letting you explore every “what-if” with confidence. Whether it’s a new or future investment, a planned major expense, or adjusting your retirement goals, the Multiple Scenarios feature within the WealthFlow tool shows you the impact of every choice on your financial future. 

Stay Updated, Stay in Control

Your financial portfolio is constantly evolving, and the new Account Synchronisation feature ensures your WealthFlow always reflects these changes.

What You Can Do with Account Synchronisation:

• WealthFlow Updates: Automatically synchronise your accounts to capture changes across investments, stocks, crypto, and more.
• Real-Time Accuracy: Refresh your portfolio data daily to make informed financial decisions.
• Stay Ahead: Adapt to shifts in your asset portfolio with confidence, knowing you’re always working with the latest information.

Why This Feature Is Essential

This feature is designed to keep your financial data correct and up to date for your WealthFlow view, always giving you a complete and clear picture of your current and future finances. Whether markets experience shifts, your stocks fluctuate, or you add new accounts and assets like crypto or other investments, the changes are reflected into your WealthFlow. 

With this level of precision, you can confidently analyse your portfolio, track progress toward your goals, and make well-informed decisions with ease