Get Started
with Your Client Portal
Setting up your client portal is straightforward.
Bank level security
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
From document management to live data, your portal features services from industry-leading platforms like Amazon Web Services, Yodlee, and OneSpan for a robust, reliable, and secure experience.
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.
Multi-factor authentication
Make your portal even more secure by enabling multi-factor authentication. This introduces additional steps to log in so no-one else can access your account.
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Liability limited by a scheme approved under Professional Standards Legislation.
PrimeWealth Pty Ltd ABN 81 127 580 858, Corporate Authorised Representative (ASIC 318155) and its advisers are Authorised Representatives of Paragem Pty Ltd. ABN 16 108 571 875 Australian Financial Services Licence 297276
PrimeWealth Pty Ltd ABN 81 127 580 858, Corporate Authorised Representative (ASIC 318155) and its advisers are Authorised Representatives of Paragem Pty Ltd. ABN 16 108 571 875 Australian Financial Services Licence 297276