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FPD Wealth Portal

Financial Planning by Design – personal wealth portal on Vimeo.

The FPD Wealth Portal is all your financial world, in one place, 24/7.

  • Enjoy the benefits of having all of your accounts in one place with one log in – 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 & access all of your financial information in one, convenient, online location
  • Connect with our team with one click access to our full range of services
  • Take control of your cashflow 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.

 

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