Setting up your wealth portal is easy. Simply follow these steps.
Set up on
your desktop here
‘Sherlock Wealth,’ App.
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.
section of the
Link all your
section of the
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.
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.
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!
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.