Take control of your financial future

Wealthchart uses big data to simply manage your wealth - all asset types, in any currency.

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WITH DATA FROM

Wealth management with you in control

Get meaningful data to enable you to make informed decisions.

Web Application

Simply add your wealth sources and select the questions you’d like answered and Wealthchart will automatically build a Dashboard to answers your questions at a glance.

Dashboards

The heart of Wealthchart is the hugely customisable Dashboard area which provides meaningful wealth information at a glance. 

Alerts

Automatic alerts by text or PDF email keeps you updated giving you peace of mind that you know exactly where you stand with your wealth. 

Portlets

Add portlets to Dashboards to display all your wealth data summarised in a single view. 

Metrics

Advanced metrics means you can view your wealth in any currency and across any time period.

Mobile Friendly

Wealthchart is mobile friendly so you can use it on the go on smartphones and tablets.  Alerts sent can be read on any device receiving email that can view PDF attachments. 

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Terms of Use

  1. TERMS OF WEBSITE USE

    This page (together with the documents referred to on it) tells you the terms of use on which you may make use of our website www.wealthchart.com (our site). Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them.

  2. INFORMATION ABOUT US

    Wealthchart is a web site operated by Wealthchart Ltd ("We"). We are registered in the United Kingdom under company number 09082554 and have our registered office is at 27 Old Gloucester Street, London, WC1N 3AX, United Kingdom.

  3. ACCESSING OUR SITE

    Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice. We will not be liable if for any reason our site is unavailable at any time or for any period.

    You are responsible for making all arrangements necessary for you to have access to our site. You are also responsible for ensuring that all persons who access our site through your internet connection are aware of these terms, and that they comply with them.

  4. INTELLECTUAL PROPERTY RIGHTS

    We are the owner or the licensee of all intellectual property rights in our site, and in the material published on it except where stated. The name 'Wealthchart' and Wealthchart logo are trade marks or registered trade marks owned by us. The content and all works on our site are protected by copyright laws and treaties around the world. All such rights are reserved.

    You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text. Our status as the authors of material on our site must always be acknowledged.

    You must not use any part of the materials on our site for commercial purposes without obtaining a licence to do so from us or our licensors.

    If you print off, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.

  5. RELIANCE ON INFORMATION POSTED

    Commentary and other materials posted on our site are not intended to amount to advice on which reliance should be placed. We therefore disclaim all liability and responsibility arising from any reliance placed on such materials by any visitor to our site, or by anyone who may be informed of any of its contents.

  6. USER SUBMITTED CONTENT

    By uploading or posting content to our site, you grant us a limited, worldwide, non-exclusive, royalty-free, fully paid up, licence to use, copy, repost, transmit or otherwise distribute, publicly display, adapt, prepare derivative works of, compile, make available and otherwise communicate to the public, the uploaded content utilising the features of the site from time to time in accordance with these terms.

  7. OUR SITE CHANGES REGULARLY

    We aim to update our site regularly, and may change the content at any time. If the need arises, we may suspend access to our site, or close it indefinitely. Any of the material on our site may be out of date at any given time, and we are under no obligation to update such material.

  8. OUR LIABILITY

    The material displayed on our site is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, we, other members of our group of companies and third parties connected to us hereby expressly exclude:

    • All conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity.
    • Any liability for any direct, indirect or consequential loss or damage incurred by any user in connection with our site or in connection with the use, inability to use, or results of the use of our site, any websites linked to it and any materials posted on it, including:
      • loss of income or revenue;
      • loss of business;
      • loss of profits or contracts;
      • loss of anticipated savings;
      • loss of data;
      • loss of goodwill;
      • wasted management or office time; and
      • whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable.

    This does not affect our liability for death or personal injury arising from our negligence, nor our liability for fraudulent misrepresentation or misrepresentation as to a fundamental matter, nor any other liability which cannot be excluded or limited under applicable law.

  9. INFORMATION ABOUT YOU AND YOUR VISITS TO OUR SITE

    We process information about you in accordance with our privacy policy. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

  10. VIRUSES, HACKING AND OTHER OFFENCES

    You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.

    By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990 or related local laws where applicable. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

    We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.

  11. LINKS FROM OUR SITE

    Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.

  12. JURISDICTION AND APPLICABLE LAW

    The English courts will have exclusive jurisdiction over any claim arising from, or related to, a visit to our site, although we retain the right to bring proceedings against you for breach of these conditions in your country of residence or any other relevant country.

    These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the laws of England and Wales.

  13. VARIATIONS

    We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

  14. TERMINATION

    You may terminate this Agreement at any time by sending notice in writing to Wealthchart Ltd at 27 Old Gloucester Street, London, WC1N 3AX, United Kingdom confirming such termination and thereafter by ceasing to use the Platform.

  15. YOUR CONCERNS AND CONTACT DETAILS

    If you have any concerns about material which appears on our site, please contact admin@wealthchart.com