Name: Security with bank connections
Item: Know Your Dosh
Rating: 5
Author: 6c515d3b05164b838ddee8082eee12ae

Group

Software

Finance

Sub category

Personal finance

Product tag

Best for

Accountants

Real estate

SaaS

Features

GDPR-compliant

You must redeem your code(s) within 60 days of purchase

All future Lite (Tier 1) or Pro (Tiers 2-3) Plan updates

Hey, awesome Sumo-lings! 👋

All your finances in one placeManage and track your assets, liabilities, and investments effortlessly.<ul><li>Consolidate financial accounts, property, pensions, and more</li><li>Monitor net worth changes with real-time analytics</li><li>Stay organized with automated renewal and expense tracking</li></ul> Your security is our top priorityHere’s how we keep your information safe.<ul><li>Bank-Level Encryption: All data is encrypted both in transit (using TLS) and at rest (using AES-256 encryption).</li><li>GDPR Compliant: We follow strict data protection standards and are fully GDPR compliant.</li><li>FCA Regulated: We are authorised and regulated by the Financial Conduct Authority.</li><li>Secure Infrastructure: Our platform is hosted on highly secure cloud infrastructure with multiple layers of protection.</li><li>Zero Access Policy: Your financial data is private to you. Even our team cannot access your sensitive information without your explicit consent.</li></ul>

Track and manage all your financial assets in one secure platform.

Never lose track of your wealthTrack and manage both active and forgotten assets for a complete financial picture.<ul><li>Uncover dormant assets and missing financial records</li><li>Manage wealth across banks, pensions, and investment accounts</li><li>Secure your financial legacy for future generations</li></ul>

Identify and recover unclaimed wealth to maximize your financial security.

Family-focused financial managementKeep your household finances aligned with secure, shared access and insights.<ul><li>Collaborate with family members to manage assets together</li><li>Assign roles and permissions for better financial oversight</li><li>Plan smarter with visualized spending and income trends</li></ul> Global coverageOur automatic bank feeds are available in 16 countries (and growing).<ul><li>450+ automatic bank feeds powered by Moneyhub & Yodlee.</li><li>Strong support in UK & Europe</li><li>Growing support in US, Canada, Australia & New Zealand</li><li>Manual tracking available for any institution worldwide</li></ul>

Collaborate with family members to ensure financial transparency and planning.

Financial security starts with organization. Know Your Dosh helps families take control of their wealth, ensuring nothing is lost, forgotten, or mismanaged. Start managing your finances with confidence today!

Know Your Dosh

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