Prosperity for Individual
Wealth Portal
All clients of Rothgard Financial Planning receive access to the Rothgard Wealth Portal:
- All your assets and liabilities are conveniently in one place
- Auto-categorised transactions to track your spending
- Live data feeds for property, vehicles, shares and super.
- Store important documents, such as wills, group certificates, health benefit documents or tax summaries
- Secure, easy 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, manage & reflect your life. Automatically set reports to monitor spending.
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.
All devices. All the time
Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.
Stay in control
Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.
Digital Document Signing
Sign those important documents digitally on any device.