All clients of Cygnet Advisory receive access to the Cygnet Advisory Wealth Portal

  • Track your spending with auto-categorised transactions
  • Get live data feeds for super, shares, vehicles and property.
  • Keep your funds safe with easy digital management
  • Store important documents, such as tax summaries, groups certificates, wills or health benefit documents.

Tax time? Piece of cake!

The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.

Anytime, anywhere

At home or on the go, sign documents on your desktop, tablet or mobile from your personal wealth portal.

Manage your property

Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents &receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.

All devices. All the time

Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it,24/7.

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get sorted by uploading important documents (e.g. receipts, wills, contracts etc.) You can also view and manage all your insurance.

Digital Document Signing

Digital signatures are a quick, easy and secure way to sign important documents from your adviser.

Stay in control

Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.

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