Personal Wealth Portal
Features
- Enjoy the benefit of having all of your accounts in one place with one login - credit cards, bank accounts, home loans, investment loans and more.
- Utilise a broad range of real-time data feeds including property, superannuation, investments and cars - anywhere, any time, on any device.
- Store and access all of your financial information in one, convenient, online location.
- Connect with your financial professional with one-click access to their full range of professional services.
- Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets.
- Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online.
Everything in one place
All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.
All the latest data
Edge Lifestyle Manager links with Australia's leading data providers to ensure that your information is always up to date.
Bank-level security
You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details.
Property down pat
Receive free appraisals of your home and investment properties. Live data feeds track your property and suburb's performance.
Know your vehicle
Receive free valuations and performance ratings on your vehicle.
Time to buy property?
Discover how much equity you have, work with your Edge Lifestyle Manager advisory team to find out what you can buy right now, get a free property appraisal and track your progress towards buying your next home or investment property.
Like what you see?
Manage your Property
Send a request to your property manager to integrate your property and receive free benefits like property transactions, documents and receipts uploaded online. You'll also have access to special property commands to help you manage your property effectively.
Free wealth check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities against your personalized action plan.
Wealth snapshots
Snapshots displays your net worth (what you own minus owe) at the end of each calender month. Chart your wealth so you and your Edge Lifestyle Manager advisory team can clearly see how your wealth is tracking and keep up to date automatically each month.
Auto categorisation
Your transactions are automatically categorised to allow you to easily see where you're spending your money. Personalise and manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Budgets become a breeze
Say goodbye to spreadsheets. Instant budgets are created around your spending. You're in control as you have the ability to set limits on categories.
No more paper trails
Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts, wills, contracts etc) so you'll never misplace them again. You can also view and manage all your insurance too.
Tax time? Piece of cake
With the ability to tag and filter transactions as tax items, upload receipts and documents or get your Edge Lifestyle Manager advisory team to do it all for you... end of financial year just got easier.
Stay in control
Set and receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn't get any easier as the goal calculator let's you visually watch your money grow.
All devices, all the time
Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it, 24/7.
Edge Lifestyle Manager Pricing
You can upgrade to the Premium version at anytime.
Not sure which plan?
Use the table below to see and compare all features.