Keep shared ownership clear
Record who owns an asset and the relevant ownership percentages.
People & ownership
Know who owns what, and how it connects.
Bring individuals, families, companies, partnerships and trusts into the same financial picture.
Keep shared ownership clear
Record who owns an asset and the relevant ownership percentages.
Organise different structures
Keep individuals, companies, partnerships and trusts in one portfolio without treating them as the same thing.
People & entitiesYour connections
Make the connections clear
What does the people & ownership feature do?
People & Entities is the relationship layer of your portfolio. It lets you record individuals and legal structures, then connect them to assets, debts and other records. Depending on the entity or record, you can capture owners, borrowers, trustees and beneficiaries.
People & ownership
The detail behind the view
See the connections behind people & ownership.
As wealth grows, ownership can become harder to explain. A jointly owned home, a company asset and a trust each have different relationships. We included this feature to make those connections visible and easier to discuss with your family or professional team.
01Alex Taylor
02Sam Taylor
03Related record
People & Entities is the relationship layer of your portfolio. It lets you record individuals and legal structures, then connect them to assets, debts and other records. Depending on the entity or record, you can capture owners, borrowers, trustees and beneficiaries.
Less searching. More understanding.
Useful in the moments that matter.
Bring individuals, families, companies, partnerships and trusts into the same financial picture.
Organise different structures
Keep individuals, companies, partnerships and trusts in one portfolio without treating them as the same thing.
Prepare for conversations
Use your records and ownership reports to explain the structure to someone helping you.
Ready to take control?
Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
People & ownershipA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Add the people and legal entities relevant to your portfolio.
Enter the relationships and entity details you want to record.
Link those entities to their assets, liabilities, policies and supporting documents.
Inside the feature
See the connected records.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
A jointly owned home
Record each owner and their percentage, then link them to the property and related records. The ownership information stays beside the asset it explains.
A family with several structures
Keep a company or trust as its own entity, with the relevant owners, trustees or beneficiaries. This helps you explain the recorded relationships when talking with your professional team.
Keep your records connected
Other features
Can I record trust beneficiaries?
Yes. Trust records support trustee and beneficiary relationships. The app records the information you provide; it does not establish the legal validity of the arrangement.
Does adding someone give them access?
No. A relationship record and a sharing permission are different. Access must be granted separately.
How can I track family and trust assets together?
Create separate records for the people and entities involved, then link assets and debts to the relevant owners and borrowers. Keep the formal trust deed and ownership documents with the records they explain.
What is an ownership map in a wealth tracker?
It is a view of the relationships you have recorded between people, entities and assets. It helps explain a structure but is not a substitute for legal title or professional advice.
Which records help explain a jointly owned property?
Record the property, each owner and percentage, its related loan and borrowers, plus supporting documents. Check those entries against the formal documents when accuracy matters.
Start with what you have
Make the connections in your financial life easier to follow.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.