Everyone

CXC FINANCIAL PARTNERS PTY LTD

Lollipop

CXC myVAULT is the safe and secure place for all your financial information. 
Imagine having your exact financial position at your fingertips, imagine building your own team of experts, tasked with keeping you focused on your goals and working with you to activate your prosperity.  Now imagine being able to access that team from anywhere at anytime.
     
That’s the CXC myVAULT.
Here’s how it works
Simply download the app, complete the registration and the CXC myVAULT will provide everything from cashflow management to budget tracking, property valuations, tax documentation and estate planning in the one spot. 
That’s Simple
Have full visibility over your cashflow. CXC myVAULT will create live data feeds to your financial institutions, pulling in transactional data from your mortgages, bank accounts and credit cards. CXC myVAULT will be your personal balance sheet.
That’s Easy
Know exactly what you are worth. CXC myVault will calculate your actual net wealth, by valuing your assets against your liabilities and putting you in control of your personal prosperity.   
That’s clarity
Budgeting is a breeze with CXC myVAULT. You can set your own goals, track your spending and the CXC myVAULT will categorise and report on the data automatically. From now on you will know exactly where your money is going.  
That’s Visibility
Build a team of professionals around you and connect with them on your terms, in your time and when you need them.  Our professionals are ready to connect with you directly from the App, using the review feature.  Our team of financial planning, taxation, property and finance professionals will ensure you have all the resources you need and are structured for success. With CXC myVAULT you will succeed.  
That’s true control
Set the Goals that are important to you, set and obtain To-Do’s and receive automated reminders to ensure you never miss a deadline and always get the documentation to your team.  CXC myVAULT will activate your strategy.
That’s Accountability
CXC myVAULT is your safe and secure storage space, leave all your documents in the one place. You can also use digital document signing, on any device, to save time and money.
That’s Organised 
With CXC myVAULT the power is in your hand to create an immediate impact within your financial world. Visibility, Clarity, Structure and Accountability is what you need to ensure your money works both smarter and harder. 
Download the free App and CXC myVAULT will be your financial partner.
At CXC we call that ‘Activating your Prosperity’

CXC myVAULT

CXC myVAULTの最新バージョン

他のバージョン