Get a live snapshot on your personal wealth portal
Set yourself up for success with your very own client portal and its powerful organisation, analytics, and collaboration tools.
From property values and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial advice in one place.
Collaborate securely with your financial tribe
Invite family members and your team of financial professionals to collaborate in a secure financial advice environment.
Assign permissions to control what they can view or change.
Track your success and reach your goals
Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, we can help you get there.
Save time with productivity tools
From managing documents to organising to-dos, your client portal is packed with tools to make your financial life easier.
Use smart money tracking for better budgeting
Stay on top of your money with auto-categorised transactions and monthly budget reports.