Portfoli.au
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For accountants and advisers

Your clients' portfolios, kept by your practice

Portfoli.au for Practices keeps your clients' investment records in one place: set up a file for each client, work on it with your staff, and invite each client to view or edit. You pay per client, from A$29 a month, and your clients pay nothing.

Portfoli.au for Practices

  • Client files you set upCreate a file for each client and load their trades from their broker files.
  • Clients view or editInvite each client to see their file, or to keep it up to date with you.
  • Your teamInvite your staff. Everyone at the practice who opens a file uses two-step sign-in.
  • Paid by the practice$290 a year for up to 3 clients, then $40 a client. Your clients pay nothing.

Coming soon. It isn't open for sign-ups yet. To hear when it opens, email us.

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What each client file has

Portfoli.au for Practices is for accountants, tax agents, SMSF administrators and advisers who look after investors. You set up a file for each client, and each file has everything in our Pro plan:

  • Shares, ETFs and crypto on every market, with cash, super and net worth.
  • Capital gains for each financial year, with every step shown.
  • Dividends, with franking credits from the client's statements, and a tax-time pack.
  • SMSF portfolios, with the fund's own tax-time pack.
  • An encrypted filing cabinet for the client's documents, with you choosing which folders the client sees.

Every payment comes with a tax invoice showing the GST and your practice's name, with its ABN if you give one.

How clients fit in

You invite each client to their file, to view it or to add to it too, and you can change that later. Clients sign in with their own free login, and a couple can share one file. Your staff can change anything in a file; a client who can edit changes their investments, cash and net worth, and the documents stay yours to manage.

The practice keeps the file. If a client moves on, they can move their file into their own account, or you can hand it over. Their portfolios, trades, net worth and documents all go with them, and the file comes off your bill.

What it costs

$29 a month, or $290 a year, for up to 3 clients

Then $4 a client a month, or $40 a year. No minimum, staff included, GST included. You get a tax invoice. Your clients pay nothing.

If the practice stops paying, every file stays, read only for everyone. Nothing is deleted, starting the plan again opens them up as before, and your clients can move their files into their own accounts. Work out your price on Plans.

Clients who already use Portfoli.au

A client on Pro can invite you from their settings, at no cost to you. You see their portfolios, capital gains, dividends and tax-time pack, read only, until they end your access, and any documents they choose to share. You accept with a free login and two-step sign-in.

Getting started

  1. Create a Portfoli.au login, or sign in, and turn on two-step sign-in.
  2. Set up your practice with its name and ABN, and choose monthly or yearly billing. Practices open soon.
  3. Add a file for each client, and upload their broker files.
  4. Invite your staff, and invite each client to view or edit their file.