Wealth OS Management
Master Your Finances with Wealth OS
Listed in categories:
InvestingMoneyFintech
Description
Wealth OS Management is an all-in-one Notion system designed to help you efficiently track, manage, and grow your personal and investment wealth. It provides a structured dashboard to oversee your net worth, income streams, expenses, assets, liabilities, savings goals, and investment portfolios—all in one place. With customizable templates and visual analytics, Wealth OS empowers you to make informed financial decisions and build long-term financial security.
How to use Wealth OS Management?
To use Wealth OS Management, simply set up your Notion account, import the Wealth OS template, and start inputting your financial data. Customize the templates to fit your needs and utilize the dashboard for visual analytics and tracking.
Core features of Wealth OS Management:
1️⃣
Income Tracker
2️⃣
Expense Tracker
3️⃣
Investment Tracker
4️⃣
Debt & Liability Management
5️⃣
Tax Planner
Why could be used Wealth OS Management?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Personal wealth management | ✅ | |
| # 2 | Investment portfolio tracking | ✅ | |
| # 3 | Financial goal setting | ✅ | |
Who developed Wealth OS Management?
Wealth OS Management is developed by Hey Brevis, a company focused on creating innovative financial management tools to help individuals achieve their financial goals.