Total Privacy & Security
We require nothing more than an email address—and it can be a complete alias. We do not ask for your name, phone number, or physical address.
By minimising the personal information we collect, we provide a powerful wealth tracking and forecasting experience without the privacy risks associated with traditional financial platforms.
We believe your financial credentials belong to you. WealthVantage does not use screen scraping, and we do not request Open Banking API access to your accounts.
You maintain complete sovereignty over your data. You input the assets and scenarios you want to model, and the engine calculates the outcomes without ever touching your real-world bank accounts.
We never store a password. WealthVantage outsources all identity management to Microsoft's enterprise-grade security systems.
By utilising secure Email OTP (One-Time Passcode) and Google Authentication, your login credentials never touch our servers, completely eliminating the risk of password theft on our platform.
Your data is strictly isolated. Our core architecture acts as a digital vault, ensuring every piece of information is permanently locked to your specific account.
We prevent cross-account leakage at the foundation, meaning your family office or personal financial data remains entirely siloed and secure from any other user on the platform.
Full management of your family entities and structural settings.
Read-only access—ideal for safely sharing visibility with your accountant or advisor.
A completely sandboxed environment for exploring platform features safely before you subscribe.
If you ever require technical assistance, WealthVantage includes a highly-regulated support protocol. This allows our authorised support team to view the platform exactly as you do to troubleshoot complex tax modelling issues, but only under strict security conditions:
- Strict internal authorization required
- Immutable audit logs of all support actions
- Time-limited diagnostic sessions
- Clear on-screen indicators during support
Payment processing is handled exclusively by Stripe. We do not process, see, or store your credit card details. We only keep a record of your active subscription tier, leaving the heavy lifting of financial security to the global leaders in payments.