Introducing the Serendipity Client Portal and App! We offer our clients the very best in techonolgy to truly discover what it means to have your financial world sorted. Access all your important financial data and documents via the one app or via your desktop. Anywhere, Any time, right at your finger tips.
The benefits of the Serendipity Client Portal include:
Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investment loans and so much more to easily track and manage your finances.
Always up to date: The portal provides live property and investment data feeds for not just your personal assets but also entities including self managed superannuation funds.
Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.