WHAT WE OFFER
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WHAT IS
WEALTHVIEWER
WealthViewer is an interactive personal financial dashboard designed to support you in growing your wealth and achieving financial independence.
WealthViewer provides you with a comprehensive view of your financial position by combining all of your financial assets and debts in one place. Through real-time net worth tracking and monthly, quarterly, and annual reports, WealthViewer aims to motivate you to establish habits such as monthly recording of data which can contribute to growing your wealth consistently over time.
THE FEATURES
LIVE
CASH TRACKING
If you're located in Australia or New Zealand, we offer tracking your balance from over 135 financial institutions. Check if your bank is supported.
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If you're located outside of Australia/New Zealand or your bank isn't supported yet, we offer manual tracking of your bank balances for a comprehensive view of your cash assets.
THE DATA TRUSTED BY
30,000+ COMPANIES
80+ UNIVERSITIES
You're in good company. Join some of the largest companies and most reputable universities by using the same data we do.
THE BENEFITS
Eliminate the inconvenience of monitoring multiple asset types
Many people have a diverse portfolio of assets that can be challenging to monitor and manage.
WealthViewer provides support for cash, stocks, ETFs, mutual funds, business ownership, property, crypto, NFTs, other assets, retirement, and liabilities into a single dashboard. In addition, WealthViewer is able to provide you with comprehensive overview of your portfolio and net worth in a single tab. No more logging in to multiple platforms to see how your investments, view it all on WealthViewer.
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Full financial insights and awareness​​​​
It can be difficult to keep track of the performance and value of your assets, leading to missed opportunities to grow your wealth. WealthViewer provides live pricing of assets and real-time net worth tracking. You can even see how your net worth fluctuates throughout the day. WealthViewer provides insights that highlight the performance of different assets, fostering better financial habits.
Support your wealth building and investment planning​​
Without a clear and up-to-date overview of your financial situation it can be difficult to make informed investment decisions. WealthViewer provides real-time data through automated live pricing of your assets and detailed monthly, quarterly and yearly reports with your subscription. WealthViewer will support you to make better financial decisions based on accurate and current information pertaining to your portfolio.
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No more time-consuming manual financial tracking
You may already be using a spreadsheet to track your financial performance, but manually tracking and updating asset values can be time consuming and prone to errors. WealthViewer automates the tracking process with real-time pricing updates and generates personalised monthly, quarterly and annual reports, saving you time and giving you more insights than you can get from a spreadsheet.
Goal Setting
Tracking, Monitoring and Accountability
Staying consistent can be hard. WealthViewer supports and encourages you to track your net worth consistently and facilitates the setting of realistic financial goals and tracking towards them. Knowing your net worth and setting goals will help you establish short-term and long-term financial goals, such as reducing debt, buying a home, or saving for retirement.
Import your spreadsheet data
If you've been using spreadsheet for a while to track your portfolio, we know you wont want to lose that data. That's why WealthViewer enables you to upload the data from your spreadsheet in just a few clicks so you can keep your financial history and view all the financial insights and benefits of WealthViewer instantly.
KNOWING YOUR NET WORTH
COULD MAKE YOU $1000s
8 MONEY MAKING reasons AI says everyone should know their net worth!
GENERATE YOUR FREE
NET WORTH REPORT NOW
📈 This invaluable report is designed to give you a clear snapshot of your financial health, enabling you make smarter decisions and build wealth more effectively.
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🧠Imagine knowing exactly where you stand financially and having the insights to improve your future — all at no cost.
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🆓 Not only is it free, but you could also improve the return on your investments by allocating your assets more effectively based on what you learn from your free personalised report.
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🤑 Capitalise on the opportunity to enhance your financial well-being while it's still free.
YOUR WEALTHVIEWER JOURNEY
GET THE DASHBOARD
Try WealthViewer risk free with our 30 day money back guarantee.