Be First In Line
Financial Portfolio is coming soon. Choose the tier that’s right for you and join the waitlist to get early access.
Pricing
Choose the right level
One connected place to understand what you own, what you owe, who is involved and what needs attention. Start free and add depth as your portfolio grows.
| Compare tiers | Core For you, free forever Free Free No card required No card required | Most popular Plus For families and growing portfolios A$7.95 /month A$74.95 /year Or A$74.95 billed yearly Saves A$20.45 a year | Enriched Connected data, in development Coming soon Coming soon Waitlist only Waitlist only |
|---|---|---|---|
| Getting started | |||
| Quick portfolio setup Guided onboarding creates your starter records | |||
| Portfolio workspaces Own and switch between shared portfolios | |||
| Customisable dashboard | Core cards | Card builder, 12 metric templates | Card builder, 12 metric templates |
| Search, filters and record views | Search and asset filters | Plus compact list view | Plus compact list view |
| People, ownership and assets | |||
| People and entities Family, companies, trusts, pets | Core records | Expanded details | Expanded details |
| Ownership and relationships Percentages, trustees, beneficiaries | Core links | Richer detail | Richer detail |
| Broad asset register Property, shares, super, crypto, vehicles and more | |||
| Asset-specific detail forms Rental income, ticker and units, super fund options | |||
| Property and investment context | Address support | Full property and share detail | Full property and share detail |
| Liabilities | |||
| Liability and credit card register Linked to the asset securing the debt | |||
| Repayment and term detail Rates, lender, fixed-rate end dates, fees | |||
| Insurance, utilities and obligations | |||
| Insurance portfolio Cover linked to assets and beneficiaries | Core policy records | Premium, policy number, funding source | Premium, policy number, funding source |
| Utilities and household services | Core records | Account detail, discounts, payment source | Account detail, discounts, payment source |
| Registrations and rates Vehicle, company, council rates, land tax | |||
| Maintenance and service history Schedules, completed work, invoices | |||
| Upcoming renewals on dashboard | Available sections | Broader coverage | Broader coverage |
| Collaboration and documents | |||
| Professional team directory Advisers, accountants, brokers, agents | |||
| Viewer access and item visibility Read-only sharing, hide selected records | |||
| Document attachments Policies, statements, contracts, receipts | |||
| PDF reports and exports | Eligible section reports | Full handover pack, viewer report, CSV backup | Full handover pack, viewer report, CSV backup |
| Planning and history | |||
| Goals Short, medium and long-term objectives | |||
| Portfolio history and restore points Automatic snapshots, restore earlier versions | |||
| Customisable record fields Up to two custom fields per section | In development | ||
| Connected data and API integrations Automated valuations, live prices, bank and loan balances | Planned | ||
| Join Waitlist | Join Waitlist | Join Waitlist | |
Core
For you, free forever
Free
Free
No card required
No card required
- Quick portfolio setup
- Included
- Portfolio workspaces
- Included
- Customisable dashboard
- Core cards
- Search, filters and record views
- Search and filters
- People and entities
- Core records
- Ownership and relationships
- Core links
- Broad asset register
- Included
- Asset-specific detail forms
- Not included
- Property and investment context
- Address support
- Liability and credit card register
- Included
- Repayment and term detail
- Not included
- Insurance portfolio
- Core records
- Utilities and household services
- Core records
- Registrations and rates
- Not included
- Maintenance and service history
- Not included
- Upcoming renewals
- Available sections
- Professional team directory
- Not included
- Viewer access
- Not included
- Document attachments
- Not included
- PDF reports and exports
- Eligible sections
- Goals
- Not included
- History and restore points
- Not included
- Customisable record fields
- Not included
- Connected data and APIs
- Not included
Getting started
People, ownership and assets
Liabilities
Insurance, utilities and obligations
Collaboration and documents
Planning and history
Most popular
Plus
For families and growing portfolios
A$7.95 /month
A$74.95 /year
Or A$74.95 billed yearly
Saves A$20.45 a year
- Quick portfolio setup
- Included
- Portfolio workspaces
- Included
- Customisable dashboard
- Card builder, 12 templates
- Search, filters and record views
- Plus list view
- People and entities
- Expanded details
- Ownership and relationships
- Richer detail
- Broad asset register
- Included
- Asset-specific detail forms
- Included
- Property and investment context
- Full detail
- Liability and credit card register
- Included
- Repayment and term detail
- Included
- Insurance portfolio
- Full policy detail
- Utilities and household services
- Full account detail
- Registrations and rates
- Included
- Maintenance and service history
- Included
- Upcoming renewals
- Broader coverage
- Professional team directory
- Included
- Viewer access
- Included
- Document attachments
- Included
- PDF reports and exports
- Full handover pack
- Goals
- Included
- History and restore points
- Included
- Customisable record fields
- Not included
- Connected data and APIs
- Not included
Getting started
People, ownership and assets
Liabilities
Insurance, utilities and obligations
Collaboration and documents
Planning and history
Enriched
Connected data, in development
Coming soon
Coming soon
Waitlist only
Waitlist only
- Customisable record fields
- In development
- Connected data and APIs
- Planned
- Automated property valuation
- Planned
- Share and commodity prices
- Planned
- Bank and loan balances
- Planned
Everything in Plus, and
Prices shown in Australian dollars. Yearly billing for Plus is A$74.95, a saving of A$20.45 against twelve monthly payments. Enriched is in development and available by waitlist only; no public price or release date has been set. Live checkout depends on the billing configuration shown at purchase.
