About the MNEY App
Get on top of your cash flow to help maximise your wealth. Our app lets you attach documents, schedule invoices to pay, you will never be so organised. No more late fees as you get reminded to pay your bills.
Link all of your “Preferred MNEY Partners” into the app so they can work as a team. Easily pass on the information they all need to make sure you get ahead with Your Money.
Budgeting and tracking your Cash Flow is easy with our personalised MNEY App that ensures you are in control of your money!
The MNEY Wealth Portal
Personal finances just went mobile
You can now access your wealth portal through your phone, so you’ll always be able to control your finances. Simply download the MNEY App, sign-in and you’ll have access to your whole financial world.
Data Collection
Up-to-date access to all your financial information, including all your assets and liabilities.
Cashflow
Keep track of your cash flow with the auto-categorisation of income and expenses.
Digital Document Signing
Sign those important documents digitally on any device.
Connect to a Professional
Connect with your adviser and request services.
Tax Time
Make tax time easy with all your financial data and documents stored securely in the cloud.
Introducing digital document signing
Go paperless with digital document signing.
Digital signatures are a quick, easy and secure way to sign important documents from your adviser.
Anytime, anywhere
At home or on the go, sign documents on your desktop, tablet or mobile from your personal wealth portal.
Store everything in one place
Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multi factor authentication on your wealth portal for further peace of mind.
Save time
Say goodbye to last minute
printer hangups and rush
hour at the post office. Read,
sign, confirm and send in just
a few seconds with a click of
your mouse (or finger).
Never miss a deadline
Download the wealth portal app to get notifications, and never miss a deadline for important documents. No app? No problem – you’ll also receive email reminders.
Managing your property has never been easier
Adding your home or investment property to your personal wealth portal helps provide you with a complete picture of your financial world.
Add your property manager for Integrated Rent Statements and make tax time as simple as clicking a button.
Get monthly valuations on your investment properties and detailed reports to help you keep track of your property and suburb’s
performance.
Securely store your property purchase documents and depreciation schedules in the portal.
Use the new property tools to discover how much equity you have, find out what you can buy right now, and track your progress towards buying your next property.
Make tax time easy with the ability to tag & filter transactions as tax items, upload receipts & documents.
Security
Know with confidence your information is safe.
Bank Level Security
You can be confident that your important information is safe. We use the same 256-bit encryption and physical security that banks use to protect your private details and our practices are monitored and verified by Verisign and supported by McAfee Security.
No one can touch your money
As this is a ‘read-only’ service, your money is untouchable – by you and anyone else! The purpose is to organise and analyse your finances, not to pay bills or transfer money. There is no functionality to allow you to move funds in or out of any accounts so your cash is safe.
Trusted by over 60 million worldwide
We have partnered with Yodlee – the same technology chosen by 600 leading banks, financial institutions and companies around the globe – to provide a robust, secure and customer-centric platform.
