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Money Management - Recommendations

I seem to remember a couple of years ago coming across a service that would login into all your Internet Bank/Mail/Mobile accounts, but it also could recommend changes i.e. if you had a 1000 in Barclays Current account it would recommend accounts for it to be transferred to.

I have decided i need a service like this and have found https://www.ewise.com.au/accunity/aa/home.asp, which can show you a summary of your accounts.

But i cannot find the one that would show you the recommendation, does anything know of a service like this?


Thanks

Comments

  • Jake'sGran
    Jake'sGran Posts: 3,269 Forumite
    If you have looked already it suggests that you already know about the Egg service for storing Logins etc. There are probably a few financial sites where you can keep a list of your investments and ask to be advised of any problem areas. I know Trustnet do offer a "watch list" but I have never used it. Also, people like Share.com are very good for buying and selling and also have a portfolio service but I didn't find it easy to use.
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