Take control of your finances with a personal wealth portal

Say hello to your financial world’s new command centre. Set yourself up for success with our state of the art client wealth portal - powerful organisation, analytics, and collaboration tools at your disposal.

Why you will love it

Keep your finances organised

From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.

Smart cashflow & budgeting

Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.

Live feeds for a live view of your financial world

Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*

Goal calculators to achieve your goals

Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.

Reach your goals

Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.

Track your spending, create new habits

Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.

Build your A-Team

Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.

Stay on target with monthly reports

Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.

Tools for tax, property, estate planning & more

Your portal can do much more! Whatever your needs, we’re just a few clicks away.


Basic Level of Reporting

Basic Subscription


Real-time balance sheet / net worth
Initial online home valuation
Initial online motor vehicle valuation
ASX shares feed
Comprehensive wealth report
Team: Create a group of experts
Manual bank, credit card, loans, and super balances
Basic reports

Advanced Cash Flow Reporting

Pro Subscription


Quarterly Budgeting Advice
Live Feeds (credit card, home loan, bank accounts and super)
Monthly online home valuation updates
Monthly online motor vehicle valuation updates
Landlord tools and investment property report
Range of goals and calculators
Auto categorisation of transactions
Budgeting tool

Not sure if it's right for you? Subscribe today and we will give you a free 7 day trial.