Learn more about our personal wealth portal.
Personal wealth management is always in the spotlight - and we've got the tech to help!
Here's some features of our personal wealth portal that we know you'll love!
Get a live snapshot of your entire financial world.
Keep track of everything you own and owe with a live view of your personal finances.
Use smart money tracking for better budgeting
Stay on top of your money with auto-categorised transactions and monthly budget reports.
Track your success and reach your goals
Whether you’re buying a property or saving to start a family, track your progress with financial goals.
Get easy access to your finance professionals
Connect with your adviser, accountant and property manager for easy access when you need them!
Save time with productivity tools
From managing documents to organising to-dos, your portal is packed with tools to make your financial life easier.
Get started today by registering for your free personal wealth portal here.
The setup process is simple!
Simply follow the software steps to get started, if you'd like to upgrade to our full datafeed and document storage features, hit the upgrade button with your personal wealth portal and one of our friendly staff will be in touch.