Butler Wealth Portal

Hello from the Butler team!

We’re delighted to announce Butler have introduced a great new platform to help you manage your entire financial world – at home and on the go.

Why you’ll love it

  • Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.
  • Always up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms. 
  • Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
  • Tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.
  • Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.


Your wealth portal is available for free through a Starter account, this will become our digital document signing program for correspondence on the go. However, you can get everything the Starter account has to offer plus live data feeds and bonus features by upgrading to Pro.

Next steps

Below you will see a link to set up your Butler wealth portal.


If you’d like some assistance to get your wealth portal set up, let us know! We have onboarding packages and friendly staff that are able to assist.