Money Dashboard and Wealthify to team up

Money Dashboard, the Scottish fintech that helps people manage their finances has just announced an integration with robo-investor Wealthify. This integration will let users view their investment accounts alongside the other current, credit and savings accounts they hold.

The Money Dashboard app lets people aggregate their various accounts and understand their spending habits to help them save and budget. Wealthify are the first investment integration rolled out by the app.

Wealthify provides an an online investment service. People can easily start investing with as little as £1. The investments are made via investment products such as ISAs, General Investment Accounts, and Junior ISAs and soon-to-be-launched Self Invested Personal Pensions.

This announcement follows Money Dashboard’s recent collaborations with leading challenger banks including Monzo, Starling Bank and Revolut.

“Our mission is to help people from all walks of life master their money, so we’re delighted to be rolling out integrations with innovative FinTechs such as Wealthify and making it simple for users to track their investments as well as their day-to-day spending and saving. Having complete visibility over one’s finances in real-time makes it much easier for people to understand their overall financial situation and to progress to where they want to be. This integration is one of a number of exciting new connections we’ll be making with providers across the financial landscape in the coming months”.

Steve Tigar, Money Dashboard CEO

“At Wealthify, we aim to make investing as simple, accessible and transparent as possible. Our integration with Money Dashboard is a fantastic fit for both brands, allowing our customers even greater visibility and control of their money. We are thrilled to be the first digital wealth management platform to partner with Money Dashboard – our values are closely aligned and we have great respect for what they are doing.”

Richard Theo, Wealthify CEO