Everything You Need in
One Platform
Explore everything Wealthra offers to help you take control of your finances.
Account Management
Complete visibility across all your financial accounts.
Open Banking Integration
Connect Australian bank accounts securely via Basiq.
Multi-Account Dashboard
See all your accounts in one unified view.
Balance History
Track how your account balances change over time.
Account Alerts
Get notified about important account activity.
Transaction Tracking
Automatic categorisation and powerful search.
Smart Categorisation
AI-powered automatic transaction categorisation.
Split Transactions
Split purchases across multiple categories.
Attachments
Attach receipts and documents to transactions.
Recurring Detection
Automatically identify recurring transactions.
Budgeting & Goals
Plan your spending and achieve financial goals.
Category Budgets
Set spending limits for each category.
Financial Goals
Create savings goals and track progress.
Spending Insights
Visualise spending patterns and trends.
Budget Alerts
Get warned when approaching budget limits.
Investment Tracking
Monitor your portfolio performance.
Portfolio Overview
Track all your investments in one place.
Performance Tracking
See gains, losses, and returns over time.
Asset Allocation
Visualise your portfolio diversification.
Dividend Tracking
Track dividend income across investments.
Your Data, Protected
We take security seriously. Your financial data is protected with the same level of encryption used by major banks.
- Bank-level 256-bit encryption
- Multi-factor authentication
- Read-only bank access
- Australian data residency
- Regular security audits
Ready to Experience These Features?
Start your free trial today and discover a better way to manage your finances.
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