Wealth Portal

Wealth Portal

Sovereign Financial Client benefits include your very own Personal Wealth Portal.

Some of the features include:

  • All your assets and liabilities conveniently stored in one place
  • Auto transactions categorised to track your spending
  • Live data feeds for property, vehicles, shares and super.
  • Store important documents, such as your group certificates, health benefit documents & tax summaries
  • Secure, digital management of your funds.

Store everything
in one place

Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multifactor authentication on your wealth portal for further peace of mind.

Budget is a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Tax time? Piece of cake!

The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.

Transactions

Auto-categorised to easily see where you are spending your money. Tag and filter to personalise