SAY HELLO TO
YOUR PERSONAL
WEALTH PORTAL

INTRODUCING WEALTH PORTAL

YOUR
WEALTH
PORTAL

PERSONAL
FINANCES ON
MOBILE
YOUR PORTAL’S
SECURITY
FEATURES

DIGITAL
DOCUMENT
SIGNING

ROOMS

YOUR WEALTH PORTAL

TAKE CONTROL OF YOUR FINANCES WITH YOUR PERSONAL WEALTH PORTAL

Say hello to your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.

KEEP YOUR FINANCES ORGANISED

From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.

BUILD YOUR A-TEAM

Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.

TRACK YOUR SPENDING, CREATE NEW HABITS

Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.

MAKE SMARTER DECISIONS

With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.

STAY ON TARGET WITH MONTHLY REPORTS

Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.

REACH YOUR GOALS

Planning to retire at 50? Buy a third property Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.

EVERYTHING YOU NEED, IN ONE PLACE

LIVE FEEDS FOR A LIVE VIEW OF
YOUR FINANCIAL WORLD

Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*

NEXT-GENERATION DOCUMENT MANAGEMENT

More than just budgeting, use your portal to securely store important documents for easy collaboration.

CROSS-DEVICE TO-DO LIST FOR YOURSELF
& YOUR TEAM

Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.

SMART CASHFLOW & BUDGETING

Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.

GOAL CALCULATORS TO ACHIEVE YOUR GOALS

Create goals and pair them with an account or credit card to understand how – and when – you can achieve them.

TOOLS FOR TAX, PROPERTY,ESTATE PLANNING & MORE

Your portal can do much more! Whatever your needs, we’re just a few clicks away.

WHETHER YOU’RE LOOKING FOR PEACE OF MIND OR A PLATFORM TO REACH YOUR GOALS,YOUR WEALTH PORTAL HAS THE RIGHT FEATURES TO HELP YOU GET THERE.

YOUR SECURITY, OUR TOP PRIORITY…

LAYERED DEFENCE

Layers of security are embedded throughout the platform to ensure the safety of your financial data.

BANK LEVEL SECURITY

We use the same levels of encryption as banks and other financial institutions.

YOUR MONEY IS UNTOUCHABLE

As a read-only service, the wealth portal cannot be used to move or modify funds.
* Not all features are available by default, and some, like live feeds, may come at an extra cost. Talk to us today for more information.

PERSONAL FINANCES ON MOBILE

TRACK YOUR FINANCES AT HOME AND ON THE GO WITH OUR MOBILE APP

GET A LIVE SNAPSHOT OF YOUR
ENTIRE FINANCIAL WORLD

Keep track of everything you own and owe with a live view of your personal finances.

SAVE TIME WITH PRODUCTIVITY TOOLS

From managing documents to organising to-dos, your portal is packed with tools to make your financial life easier.

TRACK YOUR SUCCESS &REACH YOUR GOALS

Whether you’re buying a property or saving to start a family, track your progress with financial goals.

USE SMART MONEY TRACKING FOR
BETTER BUDGETING

Stay on top of your money with auto-categorised transactions and monthly budget reports.

GET EASY ACCESS TO YOURFINANCE PROFESSIONALS

Connect with your adviser, accountant and property manager for easy access when you need them!

YOUR PORTAL’S
SECURITY FEATURES

KNOW WITH CONFIDENCE YOUR
INFORMATION IS SAFE

BANK LEVEL SECURITY

Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimize risks.

YOUR MONEY IS UNTOUCHABLE

As a read-only service designed to help you organize end analyze your finances, your wealth portal cannot be used to move or modify funds.

INDUSTRY-LEADING PROVIDERS

From document management to live data, your portal features services from industry-leading platforms like Amazon Web Services, Yodlee, end OneSpan for a robust, reliable, end secure experience.

MULTI-FACTOR AUTHENTICATION

Make your portal even more secure by enabling multi-factor authentication. This introduces additional steps to log in so no-one else can access your account.

INTRODUCING DIGITAL DOCUMENT SIGNING

GO PAPERLESS WITH DIGITAL DOCUMENT SIGNING

Digital signatures are a quick, easy and secure way to sign important
documents. Your wealth portal makes it easy – here’s how

NO MORE PAPER TRAILS

Cut down time spent on paperwork. Read, sign and return documents in just a few minutes, with a click of your mouse or a tap of your finger.

NEVER MISS A DEADLINE

Get notified via the app every time a document needs to be signed. No app? No problem: you’ll also receive email reminders.

SIGN DOCUMENTS ON THE GO

Log in to your portal on desktop, mobile, or tablet to sign documents like tax returns, statements of advice, and review summaries.

EVERYTHING IN ONE PLACE

Once signed, your documents are automatically stored in the Docs area of your portal for easy access when you need them.

Digital document signing – just one of the many ways your porta l helps you organise, analyse, and collaborate so you can reach your financial goals.

ROOMS

COMMUNICATE, COLLABORATE, CONSOLIDATE.
BRING IT ALL TOGETHER IN ONE DIGITAL SOLUTION IN ROOMS.

Whether your financial professional is assisting you with applying for a home or car loa n, completing an insurance or investment review, completing
a tax return or simply getting your Will updated, Rooms is a great place to collaborate all the information you need to see it through to the end.

EFFICIENTLY UPLOAD, STORE &
SIGN DOCUMENTS

Rooms is an all-in-one place for you to store your requested documents. Receive, view and sign documents in your portal instantly and effectively.

EVERYTHING IN ONE PLACE

Find, complete, and share all relevant Documents, questionnaires, To-Do’s and communicate in one Room with your financial professional.

AUTOMATE REMINDERS & ASSIGN TO-DO’S

Ditch the email back and forth and always be on the same page as your financial professional with tailored automated reminders.

INVITE RELEVANT PROFESSIONALS
TO COLLABORATE

You and your financial professional can add other stakeholders to a Room for easy collaboration to help you achieve success.

EASILY SEND & RECEIVE INFORMATION
USING DIGITAL FORMS

Fill in questionnaires or templates to streamline jobs such as tax returns and fact finds. Securely store your data in pre-filled
Digital Forms allow you to quickly review and add in any missing information.

CHAT INSTANTLY

Ditch long email threads and stay up to date on the progress of your financial tasks with instant messaging all in one Room.
Get notified the moment your financial professional sends a message.