My Wellesley

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