iPhone Screenshots
Description
The #1 personal wealth portal in Australia is now available to private clients of Aureus Financial. Get live data across all of your personal finances in one place. Automated Net Wealth tracking, Cash Flow Analysis, collaborating with your team of financial experts all from your smart device.
Enabled with the highest levels of bank based encryption, you now get access to;
Wealth snapshots and reports
Net Wealth tracking
Goal tracking
Property tracking with RP Data feeds
Live data feeds from bank accounts, super, investments, loans Document storage
Collaborating with family and professional team
For account access, download the app and contact our concierge team.