Explore SkyboundWM’s features: real-time performance stats, interactive charts, a redesigned Plan screen with Net Worth and Surplus tracking, an all-new Explore screen for curated insights, and a fully upgraded Advisor screen for stronger connections and seamless financial planning.

SkyboundWM is your complete wealth management app, built to give you clarity, control, and confidence. From tracking your portfolio to planning your future, it brings expert tools and real-time data together in one intuitive platform.

Monitor your investments with up-to-date performance stats and interactive charts. View your full financial picture with a Plan screen that includes income, expenses, assets, liabilities, net worth, and monthly surplus.

Stay connected with your advisor like never before. Access their full contact details, call or email directly, or share their contact card with someone who could benefit. Get to know their background, qualifications, and areas of expertise so you always understand who is guiding your plan and why they are the right fit. See where they operate and meet the wider team supporting your strategy. You can now also book your next meeting straight through the app, no back and forth required.

Discover our all-new Explore screen, a curated hub for insights, tips, financial solutions, and upcoming events. Content is always fresh and actionable, with built-in advisor notifications to keep conversations going.

Manage tasks easily, from updating payments to requesting valuations. Complete or renew your Risk Profile digitally and keep your strategy aligned. All updates sync instantly with your advisor through our two-way integration with Plume.

Built by Skybound Wealth, a global leader in financial planning, SkyboundWM combines decades of expertise with smart, client-first technology to help you stay informed, take control, and grow your wealth with purpose.

Download SkyboundWM today and experience the future of financial planning in your hands.