When wealth sits with several brokers, banks, fund houses and family members, no single statement shows all of it. VestBook Wealth does, and shows where each figure came from.
Shares, funds, bonds, deposits and EPF for the whole family, viewed by person, by platform or by asset class.
Broker holdings are checked against depository statements. A figure that cannot be supported is shown as missing.
Follow a goal or a managed mandate as its own basket, with its own value, cost and mix.
Read-only access that you grant and can withdraw. Coming soon.
For wealth spread across many accounts, people and platforms.
Every plan is free during early access. Prices shown apply after early access ends and are before 18% GST. We will tell you well before any charge begins, and nothing is charged without your agreement. Compare plans · Security and privacy