WillU Wallet

Your financial future, all in one place

Simplify how you manage your wealth

Pain points

Too many brokers, too much hassle
For many people, managing your wealth means working with multiple brokers and advisers across a range of services such as investments, pensions, foreign exchange, and insurance.
Finances feels disconnected
Each service requires separate logins, different platforms, and complex admin and clients are often left juggling paperwork, logging into multiple accounts, and struggling to get a clear picture of their financial position.

Our solution

Introducing WillU Wallet – a bespoke-built app designed to simplify managing your wealth and personal insurances.

WillU Wallet simplifies the way you can manage your financial services by consolidating them all in one secure, easy-to-use app.

If you use WillU for investments, pensions, FX, or insurance, you get exclusive, free access to WillU Wallet – your single platform for managing all financial products efficiently.

 

Will phone app

 

One app, one login
Secure single sign-on (SSO) access to all your WillU financial services.
Consolidated financial overview
View investments, pension performance, FX transactions, and insurance policies all in one place.
Instant access to key documents
Easily access investment reports, key documents and protection policies anytime, anywhere.
Fast and simple claims processing
Submit and track insurance claims directly through the app.
Exclusive client rewards
Free access to WillU World, our rewards platform with discounts from hundreds of top brands.

The value this adds

By using WillU Wallet, clients gain a more efficient and consolidated way to manage their financial portfolio. No more switching between platforms, chasing providers, or dealing with fragmented financial data. Instead, you’ll enjoy:

Time savings
One login for all your financial services.
Financial clarity
A complete, real-time view of your portfolio.
Cost savings
No additional fees for using the WillU Wallet.
Convenience
Secure access to all documents and services from anywhere.
Premium benefits
Exclusive offers and discounts through WillU World.

Frequently Asked Questions

WillU Wallet is available exclusively to private clients who use WillU for their financial services, including investments, pensions, FX, or insurance.

Access to the WillU Wallet app is completely free for clients who use WillU’s services.

WillU Wallet uses advanced security protocols, including single sign-on (SSO) and encrypted data protection, to ensure your financial information is always secure.

Yes! WillU Wallet allows you to access your insurance policies and submit claims quickly and efficiently.

WillU World is our exclusive rewards platform offering discounts and promotions from top brands. WillU Wallet users automatically get free access to these rewards.

Ready to consolidate your financial services?