WEALTH PORTAL
At Lyness Accountancy Practice Limited we believe your business should be the mechanism to achieve your personal goals. Many accountants however do not track personal wealth and only focus on the business. By using the Lyness Wealth Portal you will be able to track your personal wealth and your personal balance sheet and set your personal financial goals. Talk to us about how to set this up for you, so you start the reap the benefits now!
Keep your finances organised
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Track your spending, create new habits
Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.
Stay on target with monthly reports
Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
Build your A-Team
Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
Make smarter decisions
With powerful reports and purpose-built wizards, the portal is chock-full of features to help make managing your finances a breeze.
Reach your goals
Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.
Everything you need, in one place
Live feeds for a live view of your financial world
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*
Smart cashflow & budgeting
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
Next-generation document management
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Goal calculators to achieve your goals
Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Cross-device to-do list for yourself & your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Tools for tax, property, estate planning & more
Tools for tax, property, estate planning & more.
* Not all features are available by default, and some, like live feeds, may come at an extra cost. Talk to us today for more information
Everything you need, in one place
Live feeds for a live view of your financial world
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*
Smart cashflow & budgeting
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
Next-generation document management
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Goal calculators to achieve your goals
Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Cross-device to-do list for yourself & your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Tools for tax, property, estate planning & more
Tools for tax, property, estate planning & more.
* Not all features are available by default, and some, like live feeds, may come at an extra cost. Talk to us today for more information
Whether you’re looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there.
Your security, our top priority
Layered defence
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
Bank level security
We use the same levels of encryption as banks and other financial institutions.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.