Perreemium Client Portal

Take control of your finances with PERREEMIUM ACCOUNTANTS & aDVISERS

Keep your finances organised

Sub Heading

From property and bank accounts to loan repayments, insurance, Wills and Powers of Attorney, connect all aspects of your financial world in one place.

Stay on target with monthly reports

Sub Heading

Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.

Build your A-Team

Sub Heading

Invite family members and professionals, like your property manager, loan broker and lawyer, to collaborate. Assign permissions to control what they can view or change.

Reach your goals

Sub Heading

Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the Perreemium Client Portal can help you get there.

Say hello to your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.

Everything you need, in one place

Live feeds for a live view of your financial world

Sub Heading

Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*

Next-generation document management

Sub Heading

More than just budgeting, use your portal to securely store important documents for easy collaboration.

Mobile friendly to-do list for yourself & your team

Sub Heading

Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.

Tools for tax, property, estate planning & more

Sub Heading

Your portal can do much more! Whatever your needs, we’re just a few clicks away.

Your portal’s security features

Know with confidence your information is safe

Bank level security

Sub Heading

Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks.

Industry-leading providers

Sub Heading

From document management to live data, your portal includes services from industry-leading platforms like Amazon Web Services, Yodlee, and OneSpan for a robust, reliable, and secure experience.

Your money is untouchable

Sub Heading

As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to make transactions, move or modify funds.

Multi-factor authentication

Sub Heading

To make your portal even more secure we recommend enabling multi-factor authentication. This introduces additional steps to log in so no one else can access your account.

Rooms

Communicate, collaborate, consolidate.

Bring it all together in one digital solution in Rooms.

Whether your financial professional is assisting you with applying for a home or car loan, completing an insurance or investment review, completing a tax return or simply getting your Will updated, Rooms is a great place to collaborate all the information you need to see it through to the end.

Efficiently upload, store and sign documents

Sub Heading

Rooms is an all-in-one place for you to store your requested documents. Receive, view and sign documents in your portal instantly and effectively.

Automate reminders and assign to-do’s

Sub Heading

Ditch the email back and forth. Everyone in the Room will always be on the same page with tailored automated reminders and to-do's.

Easily send & receive information using Digital Forms

Sub Heading

Fill in questionnaires or templates to streamline jobs such as tax returns and fact finds. Securely store your data in pre-filled Digital Forms allowing you to quickly review and add in any missing information.

Everything in one place

Sub Heading

Find, complete and share all relevant Documents, questionnaires, To-Do's and communicate in one Room with all your preferred financial professionals.

Invite relevant professionals to collaborate

Sub Heading

We can add your preferred professional advisers including lawyer, loan broker and other stakeholders to a Room, for easy collaboration to help you achieve success.

Chat instantly

Sub Heading

Ditch long email threads and stay up to date on the progress of your financial tasks with instant messaging all in the one Room. Get notified the moment your financial professional sends a message.

Introducing digital document Esigning

Go paperless with digital document esigning

Digital signatures are a quick, easy and secure way to sign important documents. Your client portal makes it easy - here’s how

No more paper trails

Sub Heading

Cut down time spent on paperwork. Read, sign and return documents in just a few minutes, with a click of your mouse or a tap on your mobile device.

Sign documents on the go

Sub Heading

Log in to your portal on desktop, mobile, or tablet to sign documents like tax returns, statements of advice and review summaries.

Never miss a deadline

Sub Heading

Get notified via the app every time a document needs to be signed. No app? No problem: you’ll also receive email reminders.

Everything in one place

Sub Heading

Once signed, your documents are automatically stored in the Documents area of your portal for easy access when you need them.

Digital document esigning - just one of the many ways your portal helps you organise, analyse, and collaborate so you can reach your financial goals.

Perreemium Client Portal

Take control of your finances with PERREEMIUM ACCOUNTANTS & aDVISERS

Everything you need, in one place

Your portal’s security features

Know with confidence your information is safe

Rooms

Communicate, collaborate, consolidate.

Bring it all together in one digital solution in Rooms.

Introducing digital document Esigning

Go paperless with digital document esigning

FREE STUFF

KEY SERVICES

KEEP UP TO DATE

Newsletter Subscription Footer

OUR LOCATION