Welcome to WealthTracker
A modern, tax-aware platform for tracking your complete financial life — across individuals, trusts, companies, and joint ownership structures.
Complete visibility
Track portfolios, holdings, and other assets in one place with accurate valuations and historical context.
Multi-entity support
Manage wealth across individuals, SMSFs, trusts, and companies — structured the way real finances work.
Tax-aware by design
Built with Australian structures in mind to enable clearer reporting and smarter decisions.
Secure & private
Microsoft authentication with strict tenant-level access control.
Access is restricted to authorised users only.