Wealth99's FinPro Dashboard is designed to streamline collaboration with your clients, making working together effortless and allowing you to provide a more effective service. This tool allows you to seamlessly access your client’s transaction data while ensuring the privacy of their personal information.
What is a FinPro?
A Financial Professional (FinPro) at Wealth99 is a qualified and licensed expert, such as a registered accountant, SMSF administrator, or financial planner/advisor, dedicated to helping individuals and organisations achieve their financial goals. We only accept FinPros who meet this criteria to ensure the security of our clients' financial data.
Should you have any questions throughout this process, please feel free to reach out to us at finpro@wealth99.com.
By proceeding with this order I accept the Privacy Policy and Terms and Conditions, and acknowledge the following. Access to the Wealth99 FinPro dashboard platform is provided solely for the purpose of downloading reports pertaining to your customers' transactions. Any other use of the dashboard platform is strictly prohibited. You are responsible for safeguarding your login credentials and ensuring the confidentiality and security of the information downloaded from the Wealth99 platform. Do not share your login credentials with anyone else. While we endeavour to provide accurate and reliable transaction reports, we do not guarantee the accuracy, completeness, or reliability of the information provided on the Wealth99 platform. It is your responsibility to review and verify the accuracy of the reports before relying on them. You agree to use the Wealth99 platform in compliance with all applicable laws, regulations, and industry standards governing the handling of financial information and cryptocurrency transactions. You agree to indemnify and hold harmless our company and its affiliates from any claims, losses, damages, or liabilities arising out of your use of the Wealth99 platform or any breach of these terms and conditions. Our company reserves the right to modify or update these terms and conditions at any time without prior notice. Your continued use of the Wealth99 platform constitutes acceptance of any such changes.