A great new platform to help you manage your entire financial world – at home and on the go.
Everything in one place
Add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.
Cashflow & Budgeting
Auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
Tax time made easy
Use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.
Digital document signing
Sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.