Client Portal to streamline your Financial planning

Your Personal, Secure Space

Starting your financial journey with us is now even easier and more convenient, thanks to the CashCalc Client Portal. 

Think of it as your own secure online space (or mobile app), where you can comfortably manage and share the information needed to help us understand your financial situation and goals.

Accessing your portal is simple. Your financial coach will send you a direct email invitation with a secure link and a unique PIN for your first login. 

Once you've logged in, the portal is designed to guide you through the steps needed to build a complete picture of your financial situation. You can easily:

• Complete your Fact Find digitally, providing essential details about your finances.
• Fill out questionnaires to help determine your comfort level with investment risk (ATQ).
• Digitally review and accept important documents, like our terms of business or financial reports prepared for you, replacing the need for printing physical copies.
• Use instant messaging to communicate directly with your financial coach.
• Access helpful links your coach might share, such as booking calendars or useful resources.
• Upload and securely store your own important documents, keeping everything in one accessible place.

The portal is your central hub for engaging with your financial coach. It makes sharing sensitive information secure and straightforward, reduces paperwork, and allows you to complete tasks flexibly around your schedule. And notifications keep you informed of any actions needed or documents waiting for your review.