Wealth Portal

Your money managed all in one place.

Discover what it means to get your financial world sorted with Fortview’s Group My Prosperity Wealth Portal.

Stay in control with linked accounts, automated budgeting and wealth snapshots. Keep on track with savings, expenditures, goals and make storing tax and warranty documents safe and organised.

Get started NOW!   
Starter
$ 19 /month inc GST
Create an account with access to the following:
Build your balance sheet/net worth   
Initial online home valuation 
Initial online motor vehicle valuation 
ASX shares feed 
Comprehensive wealth report 
Myteam: create a group of experts 
Manual bank, credit card, loans and Super balances 
Basic reports

 


Do it Yourself
$ 30 /month inc GST
Upgrade your subscription with additional tools including: 
Live bank feeds (loan & account-tracking technology) 
Live data sources (RP Data & Redbook) 
Track your property portfolio performance 
Landlord tools & investment reports 
Access to the Tax Assistant 
Auto categorisation of your transactions 
Budgeting tools 
Store your important documents in the cloud 
Link your financial professionals 
Link your family tree

Do it with a Coach
$ 120 /month inc GST
Everything in the DIY Subscription PLUS 2 hours of Coach's time to provide: 
Personal guidance in setting up your wealth portal 
Entity set up and asset ownership allocation 
Goal setting and tracking 
Budget personalisation and rule creation 
Cashflow reconciliation of 90 days' transactions 
Monthly check in to ensure you are keeping up to date with your account
 
 
 
 

You’ll have 24/7 access via desktop, tablet and smart phone.

Sign up to receive a complimentary consultation plus accounting tips, tax insights and ongoing industry updates.