Your Personal Wealth Portal

Take control of your finances with a 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.

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.

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.

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.

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.

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.*

* 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.

Smart cashflow & budgeting

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

Next-generation document management

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

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.

Cross-device to-do list for yourself & your team

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

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 is 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.

Member Plans

Wealth Portal Starter


Starter Plan is free for our clients

  • Access on all devices
  • Initial Home & Car Valuation
  • Digital Document Signing
  • Wealth Report 
 
 

Wealth Portal Premium


Starter Features plus...

  • Full Initial and Ongoing Support
  • Live Bank Feeds (with smart tagging)
  • Document Storage (Everything in one place)
  • Investment Property Management Tools

Also available via the MyProsperity app on your mobile devices.