Wealth portal

Enrizen Wealth PortalThe Enrizen Wealth portal

The simplest and most effective way to manage your entire financial life

How does it work? Check out the video below

Organise and centralise your finances in one easy, accessible place

The Enrizen Wealth Portal offers a state-of-the-art cloud system that lets you securely view your financial documents and details, so you can effortlessly access information from any device, at any time.

​The Wealth Portal logically displays your receipts and bank account information, automatically categorises payments and expenses, and communicates real-time data feeds about your superannuation, investments, loans, and repayments.

​The Wealth Portal is perfect if you want a better view of your finances. It analyses your data and creates personalised wealth reports for you, helping you maintain budgets, view upcoming expenses, and get on top of your spending.

You can also grant confidential, controlled access to your accountant, property manager, or lawyer, so they can view vital documents and data when needed. The Wealth Portal will even send you monthly valuations of your home and investment properties, so you can understand their worth in an ever-changing property market.

  • Build Client balance sheet/net worth
  • Initial online home valuation
  • Initial online motor vehicle valuation
  • ASX shares feed
  • Comprehensive wealth report
  • Add profiles for your team of experts
  • Manual bank/credit card/loans/super balances
  • Basic reports

TRY FREE

  • Build Client balance sheet/net worth
  • Initial online home valuation
  • Initial online motor vehicle valuation
  • ASX shares feed
  • Comprehensive wealth report
  • Add profiles for your team of experts
  • Manual bank/credit card/loans/super balances
  • Basic reports
  • Feeds (credit card/loans/super)
  • Monthly online home valuation updates
  • Monthly online motor vehicle valuation updates
  • Landlord tools & investment property report
  • All tax documents in one place
  • Range of goals & calculators
  • Auto categorisation of transactions
  • Comprehensive budgeting tool
  • 1GB of Cloud storage
  • $22 monthly fee is tax deductible

GO PRO

Download our helpful Wealth Portal resources