Accountants and Financial Planners
Are you ready to transform how you engage with your clients?
Get in touch with the experienced team at Manage My Money Group on +61 400 858 190 or click on the button below.
Centralised Personal and Business financials
One solution for managing your clients’ personal and business affairs all in one place.
Integrated Wealth Management for Advisers
Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs.
Advise clients using real time data
Automated feeds from banks, superannuation, property, share portfolios, accounting software platforms, etc.
Drive revenue and growth
Increase your share of wallet by offering a one stop shop solution for all your personal & business clients.
Intelligent customer engagement
Increased client engagement by providing your clients access to a secure online portal showing their full financial position in real time.
Stay ahead of the competition
Increase your value proposition and differentiating your Practice from your competitors.
About Us
Manage My Money is a reseller for the SVX Group. SVX (Secure Value Exchange) provides Accountants, Advisers & Financial Planners the ability to see a centralised, consolidated view of all their client’s financial affairs in real time.
The SVX Group have developed a patented software solution that enables the collection of data and files to form a consolidated view of a Private Client’s or Business Client’s financial affairs. The benefits of having a consolidated view of financial affairs, is that by having all of this material in one place, it enables the easy provision of a range of financial and business services.
The Adviser Dashboard
For more information, click on the Adviser Dashboard link.
The Personal Dashboard
For more information, click on the Personal Dashboard link.
The Business Dashboard
Provide your business clients with a full view of all their business’ financial position, risks, opportunities and alerts individually and/or as group in real time.
For more information, click on the Business Dashboard link.
Industries
The SVX solutions delivers value across all sectors of the Financial Services Industry.
Accounting
Comprehensive view of business and personal clients for accounting and compliance services.
Financial Advisory
Better advice for your clients as you the advisor has a holistic view of their entire financial life.
Banking
Improved engagement with Private Banking clients for Family Office and Banking Services.