This is an app designed to store financial information : income and expenses, receipts and costs associated with property investments. It estimates the tax position annually as well as a portfolio view at any time.
End User | End consumers and advisers looking for property expenses and income tracking. |
Advice Process Steps | Assessment SOA Review |
Benefits | Management and tracking of property investments |
Cost per user per annum | $5.99 per month per user |
Time saving per client | 1-3 hours |
Cost saving per client | Assessed at under $1000 |
Integration | No |
Website embedding | No |
White labelled | No |
System prerequisite | Internet |
Single sign on | No |
Data storage | Unknown |
Privacy standards | Not disclosed |
Limits on use | One user per app download |
Disaster recovery and business continuity plans | Not disclosed |
AFSL approval | Not disclosed |