Live financially confident with your personal wealth portal

We have a great platform to help you manage your entire financial world - at home and on the go.

Why you’ll love it

• Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.
• Always up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms.
• Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting
• Tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.
• Annauture: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.

Breakdown

Your wealth portal is available for free through a Starter account if you are a client of Wealth Arena. Get everything the Starter account has to offer plus live data feeds and bonus features by upgrading to Pro.

Next steps

If you jump onboard as a client of Wealth Arena, you will receive an email prompting you to set up your Wealth Arena wealth portal.