WealthTrack

Financial Management made easy



Track the value of your assets

Get an overview of all your assets - such as the value of your own home, investment properties, shares, superannuation, bank balances - information that you need to get a clear picture of your true financial position

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Portfolio Management

Wealthtrack allows you to set an asset allocation strategy for your portfolio. (I.e. 20% small cap shares, 50% property and so on). It will show your actual asset allocation in comparison with your planned allocation. This allows you to rebalance your portfolio according to your planned allocation on a regular basis.


Financial Freedom!

WealthTrack gives you clear goals towards your financial freedom. It allows you to create different scenario's and check your current investments against these scenario's.
You can track expenses against the income from your investments.
WealthTrack will show how long your investments will last.