What is the HTA Wealth Portal?

By Tim Hale
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Have you heard about HTA Advisory's a great new platform that allows you to EASILY manage your entire financial life in our online personal Wealth Portal?

Here are 5 key reasons why we believe you will love this:

  1. Gets all your accounts in one place with one login - credit cards, bank accounts, home loans, investment loans and more.
  2. Allows you to utilise a broad range of real-time data feeds including property, superannuation, investments and cares - anywhere, anytime on any device.
  3. Encourages you to easily connect with us, your Business Advisor.
  4. Helps you to get a handle of your cash flow with auto-categorisation of your income and expenses and instant budgets.
  5. Makes tax time easy with all your financial data in one place with tagged transactions for tax and your receipts and documents stored securely online.

To get you started we've organized a free 30-day trial. If you don't receive value we'll cancel the subscription at the end of the trial, no questions asked.

TRY IT TODAY



If you'd like additional information head over to our dedicated Wealth Portal page on our website or contact us today to organise a demonstration with one of our advisors.

 

Topics: Wealth Portal

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