The My Fortress App has been developed to support clients on their financial journey with My Fortress. The App provides a client with real-time information all year round, allowing clients more clarity on their financial situation with access to real-time net worth data and access to all insurance and superannuation details.
View your real-time net worth in the palm of your hands.
Have peace of mind by being able to see all your assets in one place through the My Fortress dashboard or deep dive into super, property, investment, business, liabilities and insurances in further detail.
Generate reports for third parties on the go.
Whether you need a quick summary report of your finances or an in-depth net worth report, the My Fortress app lets you generate both with a click of a button.
Store all your documents in one place.
Have all your important financial documents stored securely on the app, so you can access them with ease. You can save your 2020 Income Tax Return, Statement of Advice, Record of Advice, Will, and Enduring Power of Attorney.
Update your details easily and view your family tree.
Moved to a new house or changed jobs? No problem, with the My Fortress app you can easily update your details through our Fact Finder feature, you can also add in your family tree and update when necessary.