Sorted. Everything in one place.
Take control of your finances with your all-in-one personal wealth app.
From bank accounts and property to superannuation and more, your app helps you manage, track and store your entire financial world
Access your finances anytime, anywhere via your personal wealth app. Understand your spending, set budgets and track your goals in one convenient, secure place.
Track your success. Stay up-to-date with live data feeds with leading financial and investment platforms, then track every dollar with reports and cashflow and budgeting tools.
Store your documents in the cloud. Upload and store all your important documents in your secure portal, including wills, insurances, receipts and rental statements.
Subscription Options
$0 per month
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Bank, credit card & investment feeds – Manual Upload
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Property & Car Valuation – One-time
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Vehicle Logbook (iOS only)
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Document storage
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Live cashflow tracker/auto categorised transactions
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Budgeting tools
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Goals tacking (savings, debt repayments, retirement)
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Executor kit
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Kwidz, the finance app for kids!
$25 per month
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Bank, credit card & investment feeds – Live sync
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Property & Car Valuation – Monthly
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Vehicle Logbook (iOS only)
-
Document storage
-
Live cashflow tracker / auto categorised transactions
-
Budgeting tools
-
Goals tacking (savings, debt repayments, retirement)
-
Executor kit
-
Kwidz, the finance app for kids!