Your client portal
All MoneyRocket clients receive their very own personalised and complimentary financial hub accessible on their computer or via our phone app.
We make things as safe and as easy for you as possible by:
prioritising your security (we try to avoid sending sensitive information in email)
making signing easy and able to do on the go
direct messaging and notifications for those quick and easy questions
having your financial world all in one place (live daily data feeds are available at a small monthly cost)
ability to chat with us and other professionals such as accountants or brokers simultaneously
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Features
Keep your finances organised
Track your spending
Make smarter decisions
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Security
Bank level security
Multi-factor authentication
Your money is untouchable
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E-signatures
SIgn on the go on your phone
Never miss a deadline
Everything in one place
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Rooms
Automated reminders
Instant messaging
Chat with your profesionals