Stop chasing spreadsheets from multiple platforms. When your clients use PortWorth, you get a single, consolidated view of their entire financial position — shares, property, super, crypto — through a secure read-only link.
PortWorth is designed so advisers gain access without ever needing to touch client credentials.
Your client creates a free PortWorth account and enters their holdings from CommSec, Stake, property, super — no broker logins required.
When ready, your client generates a read-only adviser link from their dashboard. One click — you receive a URL showing their full financial picture.
Open the link on any device. See net wealth, asset allocation, CGT positions, and AI-generated portfolio summaries. Advise from a complete picture.
A share link gives you a live, read-only window into your client's complete financial position. Nothing to log into. Nothing to install.
Total assets minus liabilities in one number. ASX and US equities, property equity, crypto, super and cash — consolidated into a live net worth figure.
Equity position per property, remaining mortgage balance, rental yield, and amortisation schedule. Updated live from the client's loan data.
Unrealised gains and losses, holding periods, cost basis per parcel. Financial-year P&L ready for end-of-year tax planning conversations.
Weekly AI-generated summaries of the client's holdings — news, earnings, analyst targets, and portfolio health signals specific to what they own.
You never log in to your client's brokerage or bank accounts. The client manages their own data; you review it through the read-only link they generate.
PortWorth doesn't replace your advice — it gives you better information to work with. Bring it into any meeting as a reference point, whatever platforms your client holds.
Clients who track their own wealth tend to be more engaged and better prepared for planning conversations — which makes your meetings more productive.
No. Clients generate a secure, read-only share link from their PortWorth dashboard and send it to you. You access their portfolio view directly — no account, no login required.
The client's full net wealth dashboard including ASX and US equities, property equity and mortgage balances, superannuation, cryptocurrency, and cash. The adviser view is read-only — you cannot edit any data.
No. PortWorth does not hold an Australian Financial Services Licence and does not provide financial product advice. The platform provides informational portfolio tracking tools only. Advisers and clients should consult a licensed financial adviser before making investment decisions.
Yes. Clients control what is shared via their link — portfolio holdings, CGT events, dividend income, or all data. Access can be revoked at any time.
Each client signs up for their own PortWorth account. There is no per-adviser seat limit. Advisers recommend the platform to clients who then manage their own subscription.
Share this page with a client, or get in touch to discuss how PortWorth fits into your practice.