My Wellesley enables secure sharing of files with your adviser, receipt of important updates about your finances, and access to your accounts 24/7
My Wellesley
What is it about?
My Wellesley enables secure sharing of files with your adviser, receipt of important updates about your finances, and access to your accounts 24/7.
App Store Description
My Wellesley enables secure sharing of files with your adviser, receipt of important updates about your finances, and access to your accounts 24/7.
Using the most up to date encryption and cloud storage facilities, this unique app provides our clients with the ability to securely store unlimited documents electronically.
Key features
• Secure document sharing
• Lifestyle management tool
• Secure document vault with unlimited storage
• Push notifications
• Secure cloud back-up
• Offline access
• Scan and upload documents
• Create your digital legacy
• Appoint digital executors
• Multi-factor authentication
• AES 256-bit encryption
• ISO27001 accredited
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