Client Portal

The Client Portal system is a complete financial solution for clients to manage their personal financial affairs and can be used for all your clients at no additional costs. This system also forms the basis of a communication hub between the adviser and their client. This system can be accessed by both the adviser and the client through separate login ID's.

This system includes:

​My Storage
Clients can record all financial product information and set up folders to store copies of all financial product information relevant to their financial situation. (i.e. Advice Documents, PDS's, Statements etc.).

My Links
Clients can establish web links to all financial institutions relevant to their financial situation. They can access the login page for these financial institutions by clicking on the links in this section.

Client Messages
Advisers can communicate with their clients in a quick, cost effective way by uploading newsletters or marketing campaign information.

Money Track™ Access
Quick and easy way for clients gain access to the Money Track™ system.

My Goals

Allows you to track and record client goals according to time frame and priority with the ability to add an image to create a more personalised visual format.

Money Track

Allows you and your client to compile a budget (spending plan) quickly and easily. Allows you to track and monitor cash flow from your office. Create cash flow reports by the click of a button.

Generate cash flow management strategies for your clients

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