Wealth Portal offers a complete view of aggregated wealth for families, trusts, and companies.

Perpetual Wealth Group is proud to introduce the Wealth Portal, a revolutionary financial technology platform that epitomises our three-decade-long legacy of excellence. Launched in 2021, this platform goes beyond traditional wealth management tools, offering a meticulously crafted ecosystem with a paramount focus on client experience. The creation of the Wealth Portal is rooted in our deep understanding of our clients' fundamental needs, ensuring every aspect of the platform enhances their financial journey.

The cornerstone of the Wealth Portal is its bespoke design, developed from the ground up to centralise the client experience. This solid foundation supports a comprehensive array of wealth management functionalities and essential tools, enabling wealth managers to excel in their field and provide outstanding client service.

At the forefront of the platform's design is our commitment to providing clients with a singular, aggregated view of multi-generational wealth. The Wealth Portal serves as a one-stop hub, simplifying all user interactions into a unified experience. Essential features, such as cash flow modelling, are integrated at its core to ensure real-time data synchronisation from valuations and banking. While Safe Custody is linked externally, it is seamlessly integrated to maintain a cohesive user experience.

Explore the innovation at Perpetual Labs, where Wealth Managers find cutting-edge solutions that enhance client benefits. The Wealth Portal is an all-encompassing tool for Wealth Managers, streamlining their operations. It also meets the sophisticated needs of large family offices, enabling them to manage their affairs, trusts, and companies in a single, integrated space. This demonstrates the platform's expansive versatility and our commitment to enduring, multi-generational wealth management.