30 days FREE TRIAL. No credit card required
Your Complete Wealth and Cash Flow Portal
Are you looking for a Personal or a Professional solution?
Personal
for individual users only
Use the tool professionals use and take control of your finances
Link accounts, properties, and other assets and liabilities
Daily updates of account balances and transactions
Categorises and sorts transactions across all accounts
Track Net Worth, Cash Flow, Budget and Goals
Advanced reports including export and download
Add your own categories to closely monitor spending
Take notes, add tags, and attach receipts to transactions
Store documents such as mortgage contracts and wills
Entities to sort and view assets and liabilities (e.g. SMSF)
Free tutorials, email and telephone support
Online data sharing with trusted professionals not included
Professional
for Advisers, Coaches and Brokers to work with their clients
Industry-leading client service and cash flow management software
All “Personal” features included for your clients PLUS
Free and unlimited professional user accounts
Digital Fact Find configured to your requirements
Dedicated Portal to view, manage and report on clients
Full data sharing and client impersonation
Document storage and digital signatures (using Docusign)
Integrations with XPLAN, Midwinter and others
Advanced add-ons (category sets, reports, emails and more)
Branded URL, website, emails and reports included
Free training, tutorials, email and telephone support
* Professional access min fee $200 per month
* Volume discounts available as usage increases
* Min access fee includes of equivalent value of client users
e.g. up to 20 Wealth Track users included with min access fee
