Access your financial information anywhere, anytime.

We're dedicated to helping individuals build and protect their wealth so they can look forward to a safe and secure future. That’s why we've created PwC's Next, a fully integrated business, finance and wealth management solution.

With PwC's Next, we can develop strategies based on your unique circumstances to help you to realise your life aspirations as well as your financial goals.

Everything you need to know at your fingertips

PwC's Next provides a live, integrated view of all your financial, investment and tax data, all in the one place. Unlocking this data gives unprecedented insight into how your assets are performing, so you know the answer to questions such as:

  • What are my best performing assets?
  • What is my current tax liability?
  • What is my current overall financial position?

You can make important strategic decisions about your finances confident that you have the most up-to-date information available and the best possible financial advice.

See the whole picture in one place

PwC's Next gives you complete control over what information you see and when. The intuitive and highly configurable interface enables you to integrate data and produce real-time reports from an ever-growing ecosystem of cloud applications.

Importantly, you can combine data from different platforms and entities to give you unique insights into performance across your portfolio. Choose what data points are reported and how often – daily, weekly, monthly – so you can track the things you need to while getting on with the things you want to.

Reimagining your adviser relationship

With PwC's Next, you expand your team of financial advisers to the entire PwC global network, with access to their deep industry expertise and financial knowledge. PwC's Next's powerful data and reporting capabilities can provide instant access to information across your entire portfolio.

Access to live data means PwC's experts can offer proactive insights, answering questions before they have been asked. Key decisions such as how to best structure for tax or when to sell an asset can be based on all the relevant facts, when you need them. Your PwC adviser is able to see the same data you see, and help you plot the course ahead.

An ever-growing cloud ecosystem

The PwC's Next cloud platform is constantly evolving, as we continue to incorporate best of breed technology solutions including accounting, investment and reporting applications to increase automation, provide greater analysis and enhance advisory insight.

We can add new applications, build widgets and develop tailored dashboards to suit your unique requirements. This means you can continue to work with your favourite cloud applications or those of your current financial team. Now you can have them all in one place, sharing data to give you a single, holistic view of your current financial position.

We're here to help you

Have a question? Or want to find out if PwC's Next is right for you? Our team are here to help.

Contact Us