Everything is in one place! Having live updates of your financial world all in one place means you’ll be able to take control of your finances and make timely decisions with your adviser.
You can use the portal’s budgeting tools to set a savings goal and watch your progress live on a month to month basis, ensuring that you smash those short-term goals. Automate the tracking of your expenses so you can make sure the household is running smoothly so you can focus on paying down the mortgage or saving for those school fees.
Rental statements are automatically saved and categorised, transactions are flagged for the accountant, linking your receipts so that tax time becomes a matter of hitting a button.
Less stress because your Wills and other important documents are all in the one place so your Executor can do what they need to do if the unthinkable happens.
Let’s take a closer look