Summary: • Incomplete wealth tracking: Family assets can become invisible when spread across multi-currency stocks and bonds, alongside domestic accounts – apps show outdated conversions,
Summary: • Family Collaboration: Know Your Dosh provides individual secure logins for each family member, while Quicken requires sharing passwords for family access • Multi-User
Summary: • Small amounts matter: Even £50/month from birth can grow to £22,000 by age 18 through compound interest • Time beats amount: Starting with
Summary: • Choose your method: Manual (4+ hours setup, weekly maintenance) vs Automated (15-20 minutes, minimal maintenance) • Gather information: Bank logins, family member emails,
Summary: • The great wealth transfer of $68 trillion over the next 25 years requires new collaborative approaches that go beyond traditional wealth management to include
Summary: • Financial infidelity affects 1 in 3 relationships and creates hidden costs that extend far beyond money, damaging trust, communication, and long-term relationship stability
Summary: • International credibility matters when choosing a family financial platform – Know Your Dosh is trusted by families across 38 countries tracking over £75 million
Summary: Financial disconnection between family members often signals the need for collaborative money management tools Scattered accounts and poor visibility into your family’s complete financial
Summary: Collaborative financial planning transforms family finances through transparent communication, shared responsibility, and coordinated goal setting, with many families arguing less about money when using
Summary: Know Your Dosh is the top choice for families with unique features like secure family sharing, emergency access protocols, and support globally with 150+
