All your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.
Take control with your Personal Wealth Portal
Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.
Auto-categorised to easily see where you are spending yourmoney.Tagand lterto personalise, manage & re ect your life. Automatically set reports to monitor spending.
Live data feeds and free valuations track the performance of your property and vehicles.
Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.
Updates from Australia’s leading data providers ensure your information is always up to date.
Portal Key Features
No more paper trails
Cut out paperwork. Forms are automatically completed for you where possible. Get sorted by uploading important documents (eg receipts, wills, contracts etc) You can also view and manage all your insurance.
Build you A-team
Give guest access to those in your financial world you trust like your accountant, property manager or even your lawyer. Your portal enables you to select what they can view, change or control.
Tax time? Peace of cake!
The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands help manage your property effectively.
All devices. All the time
Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.
Stay in control
Get sorted and be in control. Set & receive notifcations, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.
Security
Know with confidence your information is safe.
You can be confident that your important information is safe. We use the same 256-bit encryption and physical security that banks use to protect your private details and our practices are monitored and verified by Verisign and supported by McAfee Security.
As this is a ‘read-only’ service, your money is untouchable – by you and anyone else! The purpose is to organise and analyse your finances, not to pay bills or transfer money. There is no functionality to allow you to move funds in or out of any accounts so your cash is safe.
We have partnered with Yodlee – the same technology chosen by 600 leading banks, financial institutions and companies around the globe – to provide a robust, secure and customer-centric platform.
