RP Wealth Portal 4+
Track and manage your wealth
RP Wealth Management Pty Ltd
-
- Free
Screenshots
Description
View your net worth, create budgets, set goals, connect with your finance professionals, and store all your important documents - in one place.
Highlights of the RP Wealth Portal app include:
- Sync assets and liabilities to understand your financial position.
- Create budgets, track spending and manage your cashflow.
- Set financial goals and measure your success.
- Store your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal.
- Give guest access to trusted family members & finance professionals.
- Save time when submitting tax returns, with a vehicle logbook, tax tagging, and a purpose-built wizard.
- Receive up to date property data from Core Logic to track the market value of residential or commercial property in real- time.
- Private sale, trade in value and market value of vehicles through RedBook.
- Direct data feed from several Superannuation and insurance providers, banks, financial institutions, and investment platforms.
- Virtual rooms to chat, add documents, add tasks and to-do lists, with financial professionals such as Financial Planner, Accountant, Conveyancer, Lawyer, Mortgage broker, Property Manager or Stockbroker.
RP Wealth Portal is available on desktop and as a mobile app.
What’s New
Version 5.25
This version fixed several critical bugs.
App Privacy
The developer, RP Wealth Management Pty Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- RP Wealth Management Pty Ltd
- Size
- 117.6 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, French, German, Japanese, Portuguese, Russian, Simplified Chinese, Spanish, Traditional Chinese, Ukrainian
- Age Rating
- 4+
- Copyright
- © RP Wealth Management Pty Ltd
- Price
- Free