Client Portal
All of your Financial Life in one place - secure, simple, connected with Cosca.
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Your portal's security features
Bank Level Security
Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks.
Industry-leading providers
From document management to live data, your portal features services from industry-leading platforms like Amazon Web Services, Yodlee, and OneSpan for a robust, reliable, and secure experience.
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.
How to set up
1. Download App or Visit Website
Available 24/7
Your portal is available online via any modern browser via this link or via the Apple App Store and Google Play Store.
2. Activate your Account
Easy Sign On
Our friendly team will onboard you as part of your appointment with us to ensure you have a secure and simple sign on process.
3. Enable Notifications
Never miss a thing
When prompted, allow notifications on your mobile device so that you won't miss a thing. We'll also issue automated emails to your nominated address as a back up.
4. Sign Documents & More Features
Secure Signing
eSignatures and secure document viewing is the primary reason we're rolling out this Mobile App but we have many more features to come including live Net Worth, Cashflow and Property Monitoring.