Everything in one place
All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.
Our personal wealth portal will keep your assets up to date with feeds into leading data providers such as – ASX, RpData, Yodlee, & Redbook.
Get to know your cashflow
Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions.
Automated reports will help you monitor your spending.
Say goodbye to spreadsheets… We will put you back control with the ability to set budgets for each of your spending categories.
Keep track of your goals on the go!
Our personal wealth portal allows you to set, plan, track and manage financial goals and visualise your progress towards achieving.
Remember a goal without a plan is just a wish! Work with us today to establish a detailed plan to help you bring your goals to life.