Jan 2018 2 Minutes
Our New Client Wealth Portal
Our New Client Wealth Portal. Walker Wayland are pleased to offer you a new Personal Wealth Portal.
It is an easy to use online platform that helps you keep track of your whole financial world and allows you to enjoy having all your accounts in one place - credit cards, bank accounts, home loans, investment loans and more.
The basic level of this service is FREE and allows Walker Wayland to upload your documents to your personal and secure portal, where you have the ability to electronically sign documents.
Click HERE to see an overview video on what your Personal Wealth Portal can do.
If you would like to upgrade to the Pro level of this service, then this platform will allow you to utilise a broad range of real-time data feeds including property, superannuation, investments and cars - anywhere, any time, on any device.
Please contact Lynsey or Monique on 08 9364 9988 for prices for this plan.
Other stand out features are:
- Connect with Walker Wayland with one-click access to our full range of professional services.
- Manage your finances on the go with a fully supported app.
- Take control of your cash flow with automatic categorisation of your income and expenses.
- Make tax time easy by storing all your financial data, including transaction receipts and documents, securely online.
Click here to register today or speak to Lynsey or Monique from our myprosperity team who can send you a signup email to enable you to log in and access your own secure Personal Wealth Portal.