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 the portal’s powerful organisation, analytics, and collaboration tools.
Keep your finances organised in one place
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Track your spending, create new habits
Whether you’re spending too much on coffee or shoes, your portal helps you manage your spending with easy-to-use cash flow and budgeting features.
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 taxes.
Build your A-Team
Invite family and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
Make smarter decisions
With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.
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.
Secure, easy-to-use digital management of your financial world
Easily monitor your assets, track your cash flow, set budgets, and access auto-categorised transactions to track your spending including live data. Securely store important documents, such as wills, group certificates, health benefit statements, and tax statements.
Everything you need, in one place
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.*
Cross-device to-do list for yourself and your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
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.
Next-generation document management
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Smart cashflow and budgeting at home and on-the-go
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
Tools for tax, property, estate planning & more
Your portal can do much more! Whatever your needs, we’re just a few clicks away.
Track your finances at home and on the go with our mobile app
Whether you’re looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there. Get a live snapshot of your entire financial world and get easy access to your finance professionals.
* Not all features are available by default, and some, like live feeds, may come at an extra cost. Talk to us today for more information.
Your portal's security features
Know with confidence your information is safe
Bank level security
Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks.
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.
Industry-leading providers
From document management to live data, your portal features services from industry-leading platforms like Amazon Web Services, Yodlee, and OneSpan for a robust, reliable, and secure experience.
Multi-factor authentication
Make your portal even more secure by enabling multi-factor authentication. This introduces additional steps to log in so no-one else can access your account.
Talk to us today for more information and getting started.
Provide your contact information and we will be in touch with more information about your wealth portal.