My Wellesley

My Wellesley enables secure sharing of files with your adviser, receipt of important updates about your finances, and access to your accounts 24/7. Using the most up to date encryption and cloud storage facilities, this unique app provides our clients with the ability to securely store unlimited documents electronically.   Key features • Secure document sharing • Lifestyle management tool • Secure document vault with unlimited storage • Push notifications • Secure cloud back-up • Offline access • Scan and upload documents • Create your digital legacy • Appoint digital executors • Multi-factor authentication • AES 256-bit encryption • ISO27001 accredited