Source: The Guardian
Smart Stewards has unveiled its WealthSync App, a financial planning tool designed to cater to the needs of micro, small, and medium-sized enterprises (MSMEs) as well as individuals.
Speaking at the app launch event in Lagos, the lead coach and Founder of Smart Stewards, Sola Adesakin, highlighted the app’s core mission to transform users’ financial planning experience. She explained that the app is designed to empower users to create comprehensive financial plans, fund their accounts, and diversify their assets across six key financial pillars.
Adesakin outlined the app’s range of features, which include cash flow management, savings, investing, pension, insurance, and access to educational videos. She noted that WealthSync serves as a one-stop financial planning solution, equipping users with the necessary tools to set up budgets, track their cash flow, and prioritize financial goals. Additionally, the app provides analytical tools that help users compare income against expenses, enabling them to make informed financial decisions.
The app also facilitates seamless management of multiple wallets, allowing users to track their transactions and maintain well-organized financial records. Adesakin explained that WealthSync specifically addresses the needs of financially literate individuals who lack practical tools to implement their knowledge. To bridge this gap, the app includes short, educational videos that guide users on the basics of financial planning, money management, and investment strategies for budgeting and cash flow optimization.
She further emphasized that the app’s intuitive interface is designed to meet the needs of both beginners and experienced investors. WealthSync allows users to explore various investment options, including stocks, bonds, exchange-traded funds (ETFs), mutual funds, and alternative assets, all within the same platform.
Moreover, the app leverages sophisticated algorithms to assist users in creating diversified investment portfolios aligned with their risk tolerance. It also provides resources to help users manage and explore insurance policies, particularly life insurance.
Adesakin encouraged SMEs to embrace digital technology and tools to advance their businesses, emphasizing the immense potential of technology in modern enterprise. “Technology is one of the most powerful tools the world has ever seen,” she said.
She highlighted how technology supports automation and enables businesses to reach a global audience. “Technology has turned the world into a connected community, where you can operate from Nigeria while serving clients worldwide. It offers invaluable skills for accounting, marketing, selling, collaboration, partnership, affiliate marketing, and more. SME owners must not overlook the vast opportunities that technology provides,” she concluded.