Figg Wealth

Start by linking your bank and brokerage accounts, then add key real-world items such as a home, vehicle, or collectable so everything sits in one dashboard. Once your holdings are connected, you can check balances, positions, and estimated values in a single routine instead of jumping between apps and spreadsheets. Use Ask Figg when you need quick clarity, such as understanding what you own, reviewing changes across accounts, or checking details tied to a specific asset before making a move. For physical possessions, take a photo and run it through the AI Asset Valuer to create a working estimate you can use for tracking net worth, planning insurance, or updating personal records. When you want a fast read on market mood, open portfolio or watchlist sentiment to see how followed names are being talked about, then use that signal to decide what to review next, what to monitor, or what to research further. The platform fits common workflows like monthly financial check-ins, prepping for meetings with an adviser, documenting assets for a move or loan application, and keeping a current view of both investments and personal property while your data stays protected through encrypted connections and regulated providers.