Bank My Wealth

Bank My Wealth is a dynamic wealth referral management platform.

Bank My Wealth is a dynamic wealth referral management platform that connects clients with banks and Financial Institutes Digital. The Clients can also manage and maintain wealth records including reminders.

Main Features
- Find out the best investment rate
- Find our best loan rate
- Request for a better investment or loan rate
- Request Negotiated rate for high-value investments
- Find out detail’s relation to institutional stability through easy access to an important date.
- Find out other offers and benefits offered to clients by banks and financial institutes.
- Accept the offered rates and proceed with the investment or loan
- Request for a credit card
- Find out credit card offers
- Hold important wealth data such as
: Deposit no, loan no, institute details, maturity dates
: Bank or financial institute details such as name, branch, address, swift core
: Moveable property details such as vehicle details insurance and revenue license.
: Immoveable property details such as deed no and geo-mapping
- Notification on all points such as reminders on deposit maturity, insurance expiry, revenue license expiry

There are a few of the features available