Adept Financial Solutions Secure Client Vault
Everything in one place
All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.
All the latest data
Partners with Australia’s leading data providers to ensure that your information is always up to date.
Time to buy property?
It’s easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home! In just minutes you’ll be able to realise your property dreams.
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special property commands to help you manage your property effectively.
Contact Adept Financial Solutions today for a free demo.
Free wealth check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
Auto categorisation
Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Budgets become a breeze
Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.
Stay in control
Set & receive notifications, goals & use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator let’s you visually watch your money grow.
