| 開發人員: | MY WEALTH SOLUTIONS PTY LTD (2) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| App Store | |||
描述
Between making sure your cash flow is in the positive to keeping a record of your receipts for tax purposes, it can feel like an impossible task to stay on top of everything.
That’s where My Wealth Portal comes in.
My Wealth Portal is an all-in-one personal wealth solution that helps you stay on top of every aspect of your financial world.
Here’s how it works:
My Wealth Portal gathers all your financial information in one place, giving you a clear overview of exactly where your finances stand at the touch of a button.
It’s easy to set up and allows you to connect to both your finances and your financial advisor in minutes.
Plus, it’s protected by the same level of security as your bank, which means your data has never been in safer hands.
Want to be able to see exactly how much of your budget you’ve spent in the month?
My Wealth Portal keeps all your budget and cash flow information in your pocket, so you can splash out on that next big purchase without feeling guilty.
Saving for a specific financial goal and need to keep yourself in check?
My Wealth Portal lets you adjust your budget information whenever you need to, so your in-app data will continue to reflect your real-life financial world.
Sick of rummaging through your wallet for receipts when tax time rolls around?
You can take photos of your receipts and store them on My Wealth Portal, which makes filling out your tax return easy as pie.
Keeping track of your finances doesn’t have to be something you dread.
Instead, My Wealth Portal keeps things simple and clear so you can focus on what really matters: managing and growing your wealth.
My Wealth Portal includes the following features for the Lite version:
Data Collection
My Wealth Portal gives you better control over your financial world by providing up-to-date access to all your financial information. This information can include: bank accounts and their balances, credit cards, properties, cars, loans, mortgages and all your assets and liabilities.
Digital Document Signing
If you’ve ever been emailed a time-critical document to sign but had to wait until you made it back to a scanner, My Wealth Portal was made for you. With My Wealth Portal, you can save time and paper by signing those important documents digitally, on any device you have handy.
Goals
If you have a specific financial goal you’re trying to reach, My Wealth Portal can help you budget accordingly. Spending notifications also help you stick to your budget if you’ve already spent too much.
Connect To A Professional
My Wealth Portal acts as a go-between between you and your financial advisor or accountant. You can request services or seek advice without having to visit them in person and your team of financial professionals gain valuable data that they can use to help you further.
Tax Time
My Wealth Portal stores all of your important financial data and documents in the cloud, so you can send them to your accountant at the flick of a button when tax time rolls around. You can also store copies of all your receipts digitally, which helps your accountant make sure that you’re making the most of the tax deductions available to you.
With the Pro version you get everything in Lite as well as:
Cash Flow
Making sure your cash flow stays in the positive has never been easier than with My Wealth Portal’s auto-categorisation of spending and expenses. You can also see at a glance exactly how much of your budget you’ve spent from day to day.
Wills & Estate Planning
Most Australians don’t have a will and with My Wealth Portal you are able to fix that with ease. My Wealth Portal allows you to generate a legally binding will that has been populated with your relevant data from the portal, including all your assets and liabilities.
My Wealth Portal makes managing your money and growing your wealth easy.
Go on, what are you waiting for.
螢幕擷取畫面
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- MY WEALTH SOLUTIONS PTY LTD
- 平台: Android 應用程式 (1) iOS 應用程式 (1)
- 清單: 1 + 0
- 點數: 0 + 0 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
點數
0 ☹️
排名
0 ☹️
清單
0 ☹️
評測
成為第一個評論 🌟
其他資訊
你可能還喜歡
-
- Wealth Portal by Elite Wealth
- iOS 應用程式: 財經 由: Elite Wealth
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.7.0 Elite Wealth is a software solutions company and provides a service to Financial Advisors. The web-based software enables an advisor to manage their practice and includes Client ... ⥯
-
- Wealth Portal
- iOS 應用程式: 財經 由: Family Capital Limited
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.16 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 ⥯
-
- Composition Wealth Portal
- iOS 應用程式: 財經 由: Composition Wealth, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 5 (5.0) 版本: 1.90.1 The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth ... ⥯
-
- Wealth Safari
- iOS 應用程式: 財經 由: WEALTH SAFARI PRIVATE LIMITED
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 2.1.1 Wealth Safari is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual ... ⥯
-
- Wealth Partners Alliance
- iOS 應用程式: 財經 由: Wealth Partners Alliance, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 5 (4.2) 版本: 1.90.1 The Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a ... ⥯
-
- Wealth Without Wall Street
- iOS 應用程式: 財經 由: Wealth Without Wall Street
- * 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 1 + 30 (5.0) 版本: 8.234.58 Founded by Russ Morgan and Joey Mure, the Wealth Without Wall Street community is a place where we engage with one another around how to reach financial freedom without Wall Street. ... ⥯
-
- Wealth First Live
- iOS 應用程式: 財經 由: Wealth First Portfolio Managers Limited
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.0.4 This application helps you to check your Portfolio valuation , Summary of Investment report with Absolute and XIRR return and Last 10 Transactions & Dividend while on the move on your ... ⥯
-
- Wealth NW
- iOS 應用程式: 財經 由: Wealth Advisors Northwest LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 5.19.0 The Wealth Advisors Northwest app allows you to view account information, balances and easily connect with your advisor. ⥯
-
- Wealth Architects, LLC
- iOS 應用程式: 財經 由: Wealth Architects, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 2 (4.0) 版本: 2.0.1031009 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ... ⥯
-
- Wealth Personal
- iOS 應用程式: 財經 由: Wealth Personal
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.9.0 This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, ... ⥯
-
- Integral Private Wealth Portal
- iOS 應用程式: 財經 由: IntegralPrivateWealthHoldingsLTD
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.28 Bring all aspects of your finances together in one App for a complete picture of your fin ancial world. The Integral Wealth Portal integrates feeds from all your assets and liabilities ⥯
-
- BMP Wealth Portal
- iOS 應用程式: 財經 由: BMP ADVISORY PTY LTD
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.28 Realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way. Even if you re pretty financially savvy it's a ... ⥯
-
- Infinity Wealth Portal
- iOS 應用程式: 財經 由: Infinity Group Australia Pty Ltd
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.28 The Australian dream of owning your home outright is possible while you re still young enough to enjoy it. It s just that most people don t know how it s done. Infinity helps thousands ⥯
-
- Coronation Wealth Plus
- iOS 應用程式: 財經 由: Wealth By Coronation Limited
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.0.0 Invest in NGX Stocks, Mutual Funds & More All in One App Start building your wealth in Nigeria with Coronation Wealth, the ultimate investment app designed for beginners and seasoned ... ⥯