ALL YOUR FINANCIAL RECORDS MANAGED FROM ONE PLACE

PERSONAL WEALTH PORTAL

WEALTH PORTAL

Welcome to your personal wealth portal, where you can manage all of your finances in one place, anywhere, any time.

Enjoy the benefit of having all of your accounts in one place with one login – credit cards, band accounts, home loans, investment loans and more.

Utilise a broad range of real-time data feeds including property, superannuation, and investments – anywhere, anytime an on any device.

Bank Level Security: you can be confident that your important information is safe.  We use the same 128-bit encryption any physical security that banks use to protect your private details and our practices are monitored and verified by Verisign and supported by McAfee Security.

Connect with your financial professionals in one convenient, online location.

Take control of your cash flow with income and expense categorising tools.

Make tax time easy by sorting all your financial data including receipts, transactions and documents securely and with online convenience.

Store and access all of your financial information in one secure, convenient and online location.

It’s a simple 5 step process:

MP hand phone1. Setup your account – Use the register button above to start your journey to achieving your financial goals

2. Establish your net work – Once logged in you will be taken to your dashboard (this is where you manage all of your finances).  Go through the tabs adding your bank accounts, assets and your liabilities.

3. Setting up mycashflow – start categorising your transactions and create an instant budget.  This will allow you to easily identity your spending habits.

4. my financial review – Select the my financial review tool, the blue tile on the left side of the scree, to review or decide on any new products or services we have to offer at Aptus to enhance your wealth.

5. Explore – Explore your personal wealth platform to see how it can assist you with any big financial decisions, such as buying your next property, planning for retirement or simply generation a personalised and detailed wealth report.

Your entire financial world in one place, easy to access, with simple to use tools that will get your money organised.