Wealth Portal Features
Take control with your personal
Everything in one place
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.
Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.
Wealth check snapshots
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.
Budget is a breeze
Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.
Property and Vehicle information
Live data feeds and free valuations track the performance of your property and vehicles.
All the latest data
Updates from Australia’s leading data providers ensure your information is always up to date.