Every feature in FinanceLink is designed for the complexity of high-net-worth life — multiple assets, entities, and goals in one seamless platform.
Your entire financial life — assets, liabilities, cash flow, and health metrics — visualised in a single, elegant dashboard.
FinanceLink aggregates data from all your financial accounts and presents it in a clean, actionable dashboard. No more scattered spreadsheets — your complete picture updates automatically.
Track every asset class — equities, real estate, private equity, alternatives — in one unified view with performance analytics.
Whether you have stocks, bonds, real estate, crypto, or private holdings — FinanceLink brings it all together with professional-grade analytics.
Every important document, safely stored, instantly accessible, and organised by category. Military-grade encryption keeps your most sensitive files protected.
AES-256 encrypted · Zero-knowledge architecture · 5GB included
Passports, IDs, birth certificates
Life, health, property policies
Wills, trusts, power of attorney
Designations, instructions, contacts
Property deeds, vehicle titles
Crypto keys, domain registrations
Secure credential storage
Trusted contacts with timed access
Advanced modelling tools let you stress-test your wealth across thousands of market scenarios and plan the retirement or legacy you envision.
FinanceLink runs 10,000+ Monte Carlo simulations using your actual portfolio data to give you probability-weighted projections — not just best-case numbers.
Set your target retirement date, desired income, and legacy goals — FinanceLink will tell you exactly where you stand and what adjustments to make.
Your personal AI financial advisor learns your portfolio, spots patterns, flags risks, and delivers beautiful reports — automatically, every month.
FinanceLink generates professional PDF reports automatically — the kind of reports that used to require a dedicated CFO team. Share them with advisors, attorneys, or family members with one click.
All reports generated as professional PDFs with your portfolio data — ready to share or file. PDF generation powered by our document engine, no additional software required.
Start with a 30-day free trial. No credit card required for the first month.