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.
Pricing
Basic Level of Reporting
Basic Subscription
Free
Advanced Cash Flow Reporting
Pro Subscription
$30pm
Not sure if it's right for you? Subscribe today and we will give you a free 7 day trial.