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All of your financial information - 24/7

Your Personal Wealth Portal

Key Features:

  • Store and access all of your financial information in one, convenient, online location
  • Enjoy the benefit of having all of your accounts in one place with one login - credit cards, bank accounts, home loans, investment loans and more
  • Utilise a broad range of real-time data feeds including property, superannuation, investments, and cars - anywhere, anytime, on any device
  • Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets
  • Connect with Financial Professionals, with one-click access to their full range of professional services

Security

Bank Level Security

You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details and our practises are monitored and verified by Verisign and supported by McAfee Security.

Partnered with Yodlee

This is the same technology chosen by 600 leading banks, financial institutions and companies around the globe – to provide a robust, secure and customer-centric platform. Familiar clients of Yodlee include; Amazon, Paypal, Bank of America, Xero & HSBC.

Money Remains Secure

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 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.

Member Plans

Starter Plan
Free For Our Clients
$0
Month

Access on all devices

Initial Home & Car Valuation

Digital Document Signing

Wealth Report

MyTeam Access

Standard User
Full Suite Of Features
$30
Month

Starter Features +

Initial Data Input

Live Bank Feeds (Tracking technology)

Live Data Sources (Redbook & RP Data)

Budgeting Tools (Auto categorisation)

Document Storage (Everything in one place)

Investment Property Management Tools

Full Management
Discover The Potential
$50
Month

Standard Features +

Input & Data Management

Full Ongoing Support

Increased Data Accuracy

Improved Communication Platform

Save Time & Enjoy the Benefits

Also available as an app for your mobile devices.