Wealth Portal

Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time.

Use the Wealth Portal App to:

• View and manage your entire portfolio
• View and manage your property and chattels
• Link your savings and invest through open banking
• Communicate in a secure environment
• Manage your cashflow
• Create a financial forecast for you and your family
• Store and manage important documents
• Open new accounts
• Top-up existing accounts through open
• Link your trust and corporate accounts
• Link family members
• Access your own Family Office
• Monitor the environmental impact of investing