Get set for success with the

Sherlock Wealth Management Portal


Know your net wealth.

Save time. Get organised.

E-sign documents. Chat to our team.

Encryption technology with bank level security.

Check out these powerful tools to safely manage your money and achieve your goals faster.

Net Worth

Your linked investments, assets, bank accounts, insurances, mortgage and estate planning information in one place.

My Documents

Store financial documents securely in one place and e-sign with the touch of a button.

Our Team

Easily communicate with our team. Invite family members and other professionals to collaborate.

Your Goals

Set goals, make to-do lists and track your progress.


Understand where your money is going with categorisation and budgeting tools.


Get things done quickly and securely with our rooms feature.

Chat to our team instantly, store and e-sign documents and get reminders.


A safe place to store your life insurance policies and easy to find if a claim arises.

Set Up

Setting up your wealth portal is easy. Simply follow these steps.


the App

Set up on
your desktop here
or via
‘Sherlock Wealth,’ App.


your Profile

Enter a username
and create a password.
Invite your partner to join.



Turn on notifications in your mobile settings.
Get reminders and never miss an important document or action.



In the
Net Worth
section of the
portal select
‘Add Item.’
Link all your
assets and
bank accounts.



In the
My Documents
section of the
portal upload
your important
Keep them
organised and
easy to access.

Trust and Security

Bank level security
Our portal uses the same 256-bit encryption that banks use to protect private details. Like banks, it has a layered security infrastructure with ‘checkpoints’ throughout to minimise risk.

Your information is private
Any information you provide is for internal use only. No other third parties or businesses will have access to your information without your consent.

Industry leading providers
From document management to live data, our portal features services from industry leading platforms such as Amazon Web Services, Yodlee and OneSpan for a robust, reliable and secure experience.

Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, our wealth portal cannot be used to move or modify funds.

Personal finances in the palm of your hand.


In a world full of choices,
this is why our clients chose us:

Sharing our details through the portal also made the process very efficient and easy. It has been a great experience which has given us both a lot of confidence to make significant decisions with certainty.

Thomas Staunton

Read more

I tried out the wealth portal and it was incredibly easy to set up my profile. I connected my bank accounts and got all my financials within 10 minutes. The interface was very easy to navigate through and made a lot of sense to me. Thanks a lot!

Siddhant Saha

Read more

As a single mother and busy executive, I rely on having my finances at my fingertips.
I can make smart decisions quickly. I save time by storing all my documents here and love being able to e-sign on my phone.

Jo Masters

Read more