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.
At home or on the go, sign documents on your desktop, tablet or mobile from your personal wealth portal.
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.
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.
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 signatures are a quick, easy and secure way to sign important documents from your adviser.
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.