Income and expenditure information can be recorded in the Portal to whatever level of detail is required. It can be entered either directly by the user or by your client through their Secure Client Portal as part of an automated Discovery or Onboarding process. 

Income can be recorded from a variety of sources including employment, business earnings, shareholdings, or any income producing policies.  

 A consolidated view of all household income provides a useful snapshot of your client’s situation. 

Expenditure for both essential and lifestyle costs can be recorded either as generalised totals or a more granular, itemised format. And lifestyle expenditure can be connected to your client’s lifestyle objectives.