Your Wealth Portal is the one place you can access all your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more
Your Wealth Portal utilizes a broad range of real-time data feeds which stores access to all of your financial information including property, superannuation, investments and cars..
Using Your Wealth Portal you are able to connect with your financial professional with one click access to their full range of professional services
Taking control of your cash flow manamgement is easy with automatic categorisation of your income and expenses, instant budget feature.
Make tax time easy for yourself by storing all of your financial data, including transaction receipts and documents securely online.
Your Wealth Portal will change the way you take control of your financial affairs and make it easy to plan and achieve your financial goals, anywhere, anytime, on any device.
To join for free, or upgrade to the comprehensive version please click the link below.