Wouldn’t it be convenient to get an instant summary of all your accounts, portfolios, assets and liabilities, insurances, pensions and mortgages….in one place, accessible from anywhere in the world, 24/7?

With Essential our investment valuations shows breakdown by asset type, geographical location, and individual fund name including details on units, purchase price, latest price, currency, value and percentage gain/loss by asset and overall. Prices are updated daily and the system is run on a security hardened server with access made by unique account number and password.

You can also add other assets such as shares, property, banks accounts or any other item of value so that you may calculate and track your overall net worth at any time. You’ll also receive a comprehensive monthly report that is stored within your profile.

Essential does not charge its clients for the online valuation service.