The Alex Brown Platform

View and track your financial assets
through a digital dashboard

• Store everything securely in one place

• Put an end to tax stress

• Make budgeting a breeze

• Track your transactions

• Manage your investment property

• Use the Platform anywhere, anytime

• Stay in control

Introducing The Alex Brown Platform

At Alex Brown Strategic Financial Planners, we believe everyone deserves high quality financial advice, regardless of their circumstance or financial position. So we’ve introduced our personal wealth platform to give you complete visibility and control of your finances and empower you to make well-informed decisions.

This powerful financial application allows you to monitor your assets, track your cash flow, set a budget and goals, and securely store documents.

Using real-time data to evaluate your situation, so we can have a meaningful and engaging conversation with you, without wasting your time getting the necessary information from you.

Key Features

With our bank-level security, your data is secure at all times. Digitally sign to your financial adviser and store documents in the cloud for easy access. Enable multi-factor authentication for more peace of mind.

Tag and filter transactions as tax items and upload receipts and documents to stay organised. Or give your accountant account access so they can do it all for you.

Say goodbye to confusing spreadsheets and stay in control of your finances. Create a budget and set spending limits on specific categories. You will always know what’s going on with your money.

Use our auto-categorised transactions to see where you’re spending money. Tag and filter to personalise, manage and review your finances – and adjust where necessary.

Ask your property manager to integrate your property with your personal platform account, to upload property transactions, documents and receipts online.

You need to know your financial position in real time if you have big decisions. Use this financial app to access your entire financial world whenever you need it from a desktop, tablet or smartphone.

Set goals and use the goal calculators to stay on track towards your targets. With our goal-setting calculators, you can watch your money grow an inch closer to your savings goals every day.

Security

Bank Level Security

The platform uses the same 256-bit encryption that banks use to protect your details, as well as layered security infrastructure with ‘checkpoints’ throughout to minimise risk.

Read-only Access

The platform is a read-only service to help you organise and analyse your finances, which means your money is untouchable. No one can use your account to move or modify funds.

Multi-factor Authentication

You can enable multi-factor authentication to make your account even more secure. These additional steps – such as a one-time code – ensure no one else can access your account.

Alex Brown Platform Plans

Starter Subscription

Free
  • Trial the platform with a lite account
  • Get a snapshot of your current financial position.

Assistance Subscription

$125per month
  • Guidance from a Financial Planner
  • Ongoing administration support
  • View and manage your personal finances
  • Budgeting
  • Goal setting and tracking
  • Track live data feeds of your financial assets and debts
  • Monthly valuation on your cars through Redbook
  • Monthly valuation on your home and investment properties through Core Logic

Pro Subscription

$50per month
  • Ongoing administration support
  • View and manage your personal finances
  • Budgeting
  • Goal setting and tracking
  • Track live data feeds of your financial assets and debts
  • Monthly valuation on your cars through Redbook
  • Monthly valuation on your home and investment properties through Core Logic

Assistance Subscription

Assistance Subscription

Receive guidance from a Financial Planner to be in control of your personal financials holistically.

Administration Support

The Assistance Subscription gives you ongoing administration support. If you have any queries throughout your subscription, contact our friendly administration team on (08) 8520 8500 during office hours or email to info@alexbrownsfp.com.au , anytime.

Full Access to the Platform

Like the Alex Brown Platform Pro Account, the Assistance Subscription gives you full access to the Platforms’ features.

After reviewing the data on your personal platform account, you may decide to adjust your lifestyle by spending less and saving more using our live tracking calculators to monitor your progress.

Plan Comparison Chart

Pro Plans

Starter

Platform

Assistance

Per account/per month

Free

$50

$125

Our Service

Ongoing administration support

Financial Planner Assistance

Efficiency Tools

To-dos (tasks and reminders)

Document storage

Financial advisor e-signature requests

Balance Sheet

Bank, credit card and loan feeds

One-time sync

Live sync

Live sync

Property and car valuations

One-time sync

Monthly

Monthly

Generate reports (wealth snapshot, cash flow, tax, etc.)

Goal Tracking, Cash Flow & Budgeting

Live cash flow tracker, with auto-categorised transactions

Budgeting

Goals (retirement, savings, etc.)

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