RP Wealth Portal

Features RP Wealth Portal

View your net worth, create budgets, set goals, connect with your finance professionals, and store all your important documents - in one place.Highlights of the RP Wealth Portal app include:- Sync assets and liabilities to understand your financial position.- Create budgets, track spending and manage your cashflow.- Set financial goals and measure your success.- Store your important documents securely in the cloud.
Rental statements can even be emailed by your agent directly to your portal.- Give guest access to trusted family members & finance professionals.- Save time when submitting tax returns, with a vehicle logbook, tax tagging, and a purpose-built wizard.- Receive up to date property data from Core Logic to track the market value of residential or commercial property in real- time.- Private sale, trade in value and market value of vehicles through RedBook.- Direct data feed from several Superannuation and insurance providers, banks, financial institutions, and investment platforms.- Virtual rooms to chat, add documents, add tasks and to-do lists, with financial professionals such as Financial Planner, Accountant, Conveyancer, Lawyer, Mortgage broker, Property Manager or Stockbroker.RP Wealth Portal is available on desktop and as a mobile app.