How Know Your Dosh Benefits You
what makes us different
Total Financial Clarity
See all your assets, liabilities, and renewals in one place for a clear financial picture. Share access securely with family members to ensure everyone understands the financial health and stays on the same page.
Prepared for Any Emergency
Have your entire financial portfolio secured and accessible in case of unexpected events. Provide loved ones with peace of mind knowing they can easily access important financial details if needed.
Never Miss a Renewal or Payment
Get reminders for upcoming renewals and manage payments with ease. Keep track of shared family expenses and ensure critical payments are never overlooked.
Strengthen Family Financial Conversations
Make informed financial decisions with data at your fingertips. Simplify discussions around finances and foster transparency among family members.
Why Global Families Choose Know Your Dosh - Transform Your Financial Future Together 💪
Managing family finances shouldn’t feel like solving a puzzle with pieces scattered across countries, currencies, and institutions. Know Your Dosh brings everything together in one secure place, giving your family the clarity, control, and confidence to build lasting wealth no matter where in the world you call home.
Core Benefits - Why Families Worldwide Trust Know Your Dosh 🙏
Complete Financial Visibility for Your Family
- Real-Time Net Worth: Instant view of your family’s complete financial picture
- Multi-Currency Tracking: See all assets in your preferred currency with live exchange rates
- Automatic Updates: Connected accounts update automatically, no manual entry needed
- Historical Tracking: Watch your family wealth grow over time with trend analysis
Family Impact:
“The Johnson family discovered they had £47,000 more in assets than they realised. By consolidating their view across UK, US, and Canadian accounts, they identified investment opportunities they’d been missing and optimised their tax strategy, saving £8,400 annually.”
Secure Family Collaboration
- Role-Based Access: Each family member sees appropriate information for their role
- Safe Information Sharing: No more sharing passwords or sensitive login details
- Family Meetings Made Easy: Shared dashboard for productive financial discussions
- Decision-Making Support: All family members can contribute to financial planning
- Bank-Grade Encryption: Your data is protected with the same security banks use
- FCA Regulation: Oversight by UK Financial Conduct Authority
- GDPR Compliance: European privacy standards for global families
- Multi-Factor Authentication: Secure access for all family members
- Audit Trails: Complete record of who accessed what and when
Financial Benefits - Measurable Impact on Your Wealth 💰
Cost Savings & Optimisation
- Subscription Optimisation: Identify and cancel duplicate or unused subscriptions
- Fee Reduction: Consolidate accounts to reduce management fees
- Tax Optimisation: Better tax planning with complete financial picture
- Investment Efficiency: Avoid duplicate investments and optimise asset allocation
- Emergency Fund Optimisation: Right-size emergency funds across currencies
Investment & Wealth Growth
- Better Investment Decisions: Complete portfolio view prevents over-concentration
- Opportunity Identification: Spot gaps in investment strategy
- Risk Management: Understand total family risk exposure
- Performance Tracking: Monitor investment performance across all accounts
- Portfolio Optimisation: Families can see better annual returns
- Risk Reduction: Better diversification across family portfolios
- Investment Confidence: Families can feel more confident about investments
Time & Convenience Benefits ⏳
Eliminate Financial Administration Burden
- Automated Data Collection: No more manual spreadsheet updates with connected accounts
- Centralised Bill Management: All family bills and renewals in one place
- Simplified Tax Preparation: Organised data ready for tax filing
- Reduced Financial Meetings: More productive family financial discussions
- Streamlined Decision Making: All information available for quick decisions
Mobile & Global Access
- Mobile Apps: Full functionality on iOS and Android
- Global Synchronisation: Real-time updates across all devices
- 24/7 Availability: Access your finances anytime, anywhere
Family Relationship Benefits 🫶
Improved Family Communication
- Transparent Finances: Open communication about family financial goals
- Shared Responsibility: Everyone contributes to family financial success
- Reduced Conflict: Clear information reduces financial disagreements
- Educational Opportunities: Teach children about money management
- Legacy Planning: Involve next generation in wealth planning
Generational Wealth Building
- Multi-Generational Planning: Plan for current and future generations
- Educational Foundation: Teach financial literacy to all family members
- Wealth Preservation: Strategies to preserve wealth across generations
- Succession Planning: Smooth transition of financial responsibility
- Family Governance: Structured approach to family financial decisions
Security & Peace of Mind Benefits 🔐
Enterprise-Grade Security
- Bank-Level Protection: Same security standards as major banks
- Regulatory Oversight: FCA regulation provides additional protection
- Data Privacy: GDPR compliance ensures privacy protection
- Threat Monitoring: 24/7 security monitoring and incident response
- Family-Specific Security: Tailored security for family collaboration needs
Risk Management & Protection
- Complete Risk Visibility: Understand total family risk exposure
- Diversification Insights: Identify concentration risks across portfolios
- Emergency Preparedness: Clear emergency fund and crisis planning
- Insurance Optimisation: Ensure adequate family insurance coverage
