Introduction

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What is EveryWealth?

EveryWealth gives high net worth individuals, families, and their finance and investment teams a real-time view of their whole balance sheet across entities, jurisdictions, and assets, with reconciled records and searchable information. Keep portfolios, documents, accounting links, and follow-up work in one place. EveryWealth was co-founded by JT Macfarlane and Finn Connelly in 2025. Meet the team and read about their experience on the About us page. Use it to:

• Maintain separate workspaces for each organisation, trust, fund, company, or client group.
• Store and review investment documents.
• Track holdings, transactions, performance, and supporting evidence.
• Connect everyday finance tools such as Xero, Google Drive, Google Calendar, Microsoft SharePoint, and Microsoft calendars.
• Group investments with tags such as liquidity, strategy, risk, entity, or reporting treatment.

The EveryWealth website footer shows our registered company name, EVERYWEALTH PTY LTD, Australian Company Number (ACN 701 393 053) and Australian Business Number (ABN 31 701 393 053). You can confirm these details on ABN Lookup.

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Explore the website features

Meet the founding team on the home page. Select Read more below the team portraits to see each person’s role and background on the About page. On the EveryWealth home page, select Reporting, Assistant, Cash flow, Governance or Tax to see an example screen and a short explanation. Screenshots stay still while you read. On a phone, select a feature to expand it; select it again to close it. On a larger screen, select a feature from the list to view its example alongside it. On the home page, How EveryWealth works shows how an organisation’s entities, assets and tags connect to its reporting and other features. Follow the connecting line from the example organisation to Your structure drives these features. Select an entity to expand its details, or choose a feature to learn more. Choose Reporting to see a report preview centred beneath its description. Further down, the seated lookout photograph marks Get custom answers to complex questions, where you can explore an example of the assistant. On desktop, each feature shows a complete example screenshot beside the feature list. The sailing photograph behind the home-page laptop and phone is credited to Palm Beach Motor Yachts. The small credit sits at the lower right of the photograph; hover over it or use the Tab key to enlarge it, then select it to visit their website.

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Sharing the EveryWealth website

You can share the address of the page you are viewing, including About us, Pricing and Trust. Link previews use the title and description of that page to help recipients understand what they are opening.

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Watch the product video

To share a short introduction with someone, send them everywealth.com.au/video. This page opens the video directly, with links to explore EveryWealth or book an introduction. Some browsers require the viewer to select Play before playback starts. Prefer to read? The full Video transcript appears below the video on that page. You can share the transcript directly. On the EveryWealth website, choose Watch the video for a short introduction. The video opens over the page and includes subtitles. If it does not start automatically, select Play. Use the playback controls to pause or adjust the volume. Choose Close, press Esc, or click outside the video window to return to the page. Closing the window stops playback. The video only loads when you open it.

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How EveryWealth is organised

An organisation is the main workspace. Each organisation has its own members, settings, documents, investments, reporting currency, tax details, tags, and integrations. Most teams create one organisation per reporting group, such as:

• A family trust
• A company investment portfolio
• A fund
• A client group
• A personal portfolio

If you work across several organisations, use the organisation switcher to move between them. The switcher shows up to five organisations at once in alphabetical order. Search by organisation name to find any others you can access. The bottom of the workspace sidebar shows your signed-in account. Open it to confirm you are using the right profile, review account settings or notifications, or sign out. On the home page, select your initials or profile picture in the top-right corner and choose Sign out. The menu shows Signing out… while this finishes, then returns you to the sign-in screen. If it cannot finish, a message appears and you can choose Sign out again to retry.

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Moving around the workspace

The workspace sidebar groups related areas so you can find them quickly:

• Portfolio contains the dashboard, investments, transactions, custodians, news, and the capital calendar.
• Review and plan contains reports, tax work, planning, goals, Planning Workspace, and tasks.
• Workspace contains Assistant, documents, and the email inbox.
• Manage contains organisation, investment, document, email, integration, and data audit settings.

The current area is highlighted with a shaded background and stronger text. Sections with more choices can be opened or closed, and the Add investment shortcut stays near the top of the sidebar. Reports you have starred appear together under Starred reports. The organisation switcher near the top of the sidebar shows which organisation you are in, so you can confirm the workspace you are using at a glance. On a smaller screen, open the sidebar from the menu button in the page header. It closes after you choose a destination so the selected page has the full screen. On desktop, you can collapse the sidebar to icons; hover over or focus an icon to see its label or open its menu. Desktop spacing stays compact so more destinations remain visible without scrolling. In dark mode, menus opened from the sidebar use the same dark background to keep the workspace visually consistent. When you open another area, EveryWealth keeps the workspace frame in place and shows structured placeholders while records load. This helps you stay oriented in the right organisation while reports, documents, planning views, and other larger sections prepare. On secure screens, the page frame can appear first while your account-specific records finish loading. This keeps navigation responsive without showing another user’s information. When you return to a recently used area, EveryWealth may keep useful screen context such as filters, open panels, or draft entries so you can continue where you left off. Your browser tab shows the current page, organisation name, and EveryWealth — for example, Dashboard - Kahu Advisors - EveryWealth. The title updates as you move between areas, making it easier to tell which workspace you are using when several tabs are open.

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Common areas

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Work across web and mobile

Use the web app for detailed portfolio work such as adding investments, reviewing extracted records, planning allocations, preparing report packs, and managing organisation settings. Use the EveryWealth app on iPhone, iPad, or Android when you need a focused review away from your desk. You can check organisations, open portfolio and transaction detail, review reports and news, continue Planning Workspace discussions, respond to approval requests, and ask Assistant questions using the same account access. Your organisation access follows you across both experiences. On mobile, you can also hide balances and choose device biometrics, an authenticator code, or no extra app lock. EveryWealth follows your preferred light or dark appearance throughout the workspace, including organisation, investment, document, email, integration, and member settings. Geist is used consistently across the web workspace, emails, and downloadable files, with Geist Mono for codes, identifiers, and financial figures.

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Basic and advanced use

• Basic use: keep one organisation up to date with investments, transactions, documents, and reports.
• Advanced use: manage several organisations, connect accounting and document storage tools, use tags for reporting, and prepare recurring report packs.

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Recommended first steps

1. Create or choose the right organisation.
2. Confirm the organisation name, country, reporting currency, balance month, and tax details in Settings → Organisation. For an Australian organisation, also confirm its state or territory.
3. Invite the team members who need access.
4. Add investment categories, entities, and any tags your reporting process relies on.
5. Connect Xero if you want accounting sync.
6. Choose document storage: EveryWealth managed, Google Drive, or Microsoft SharePoint.
7. Upload documents or add investments and transactions manually.

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If something goes wrong

If EveryWealth shows an unexpected error message, refresh the page and try the action again. Our team is notified automatically so we can review the issue. If the same issue keeps happening, contact support with the organisation name, the page you were using, and what you were trying to do.

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Usage analytics

The separate usage analytics dashboard has been retired. Your portfolio performance views and reports remain available in your organisation. No action is needed from you.