What does financial wellbeing mean to you?
Our guess a big part of it is being in control of your finances, especially budgeting and cash flow. It’s what most of our clients tell us is one of their major goals, and major challenges. As financial planners, we get it (well you’d hope we do). It’s why we created our Tribeca Tracker wealth portal to empower everyone to wrestle back a sense of financial control – and wellbeing.
Everything at your fingertips
The Tribeca Tracker is our user friendly online tool, available to download on your phone and desktop, that literally brings all your finances together in the one place. If you’re a client of Tribeca you’re hopefully using it already (and if you’re not it’s a good time to start).
It’s incredibly easy and intuitive to use, with the software doing all the hard work. By simply providing the access, all your credit cards, bank accounts, property, car, home loan, investments and more are added at the touch of a button so they can be easily tracked and managed.
For cashflow and budgeting, every entry is auto-categorised so you can quickly track transactions and get the full picture of your income and expenses in real-time – and work towards achieving those financial goals.
It also makes tax time a lot easier, with a number of specially built tax tools designed to track, tag and store relevant tax information (from transactions to receipts) securely online.
You can even sign your important documents electronically, on desktop or through the mobile app, and then store all those documents in the Tracker for easy access. No more paper, clutter and frustration trying to find that Super form, tax statement, Will or retirement plan.
In safe hands
The security of every user is critical. So we’ve ensured the platform has a range of failsafe protocols in place.
The Tribeca Tracker 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.
As a read-only service designed to help organise and analyse finances, the Tracker cannot be used to move or modify funds. The data is also protected with a host of design and security features from industry-leading platforms like Amazon Web Services, Yodlee, and OneSpan.
Finally, the Tracker uses benchmark multi-factor authentication, adding a layered authentication process to provide added peace of mind that no one else can access.
Stay on track
The Tribeca Tracker is not just for our clients. It’s available for anyone who wants to get in control of their finances – and to stay on track. You can simply download it from our website, or go directly to your app store. The Tracker comes in a free version as well as a pro version with added features. The pro version is provided free to Tribeca clients.
At a time when there’s been so much disruption and uncertainty, we hope a tool such as Tribeca Tracker can offer some much-needed structure and direction – and a boost to your overall financial wellbeing.
If you would like more details on our Tribeca Tracker (whether you’re a client or not) or speak to one of our advisers from our Melbourne office, please click here