FREEDOM AT
YOUR FINGERTIPS
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.
Cashflow
Understand where your money is going with categorisation and budgeting tools.
Rooms
Get things done quickly and securely with our rooms feature.
Chat to our team instantly, store and e-sign documents and get reminders.
Protection
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.
1
DOWNLOAD
the App
Set up on
your desktop here
or via
‘Sherlock Wealth,’ App.
2
CREATE
your Profile
Enter a username
and create a password.
Invite your partner to join.
3
ENABLE
Notifications
Turn on notifications in your mobile settings.
Get reminders and never miss an important document or action.
4
LINK
Accounts
In the
Net Worth
section of the
portal select
‘Add Item.’
Link all your
assets and
bank accounts.
5
STORE
Documents
In the
My Documents
section of the
portal upload
your important
documents.
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.
