Make smarter decisions with your adviser
Plug in all your assets and liabilities for a real-time, consolidated view of your entire financial world. Everything is in one place!
Track your success
Your wealth portal’s powerful budgeting and cash flow tools let you set goals, track your spending, and see how you’re stacking up.
Friendly support
Our support team is here to ensure things runs smoothly, so you can get on with other things.
Live the life you want to live
Upload your wills, insurances, rental statements and other important documents so you and your loved ones know where everything is.
Budget on the go with the app
Set goals and budgets, then track transactions. Every spend is automatically categorised so you know exactly where your money is going.
Adjust categories to fit your lifestyle and check in regularly with monthly reports. Whatever your ambitions, we’ll help you get there.
Stay on top of everydollar spent
Thanks to live data feeds from prominent financial institutions, your details are always up to date.
Get a real-time, comprehensive snapshot of your entire financial world, with regular insights to track how things are evolving.
Get Started!
| Monthly Charge | $40 |
| Setup Assistance | $165 per hour |
| Ongoing Assistance | $165 per hour |