Client Portal

This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports.

You can also use your secure area to send us files and documents in a safe, secure environment.

Click here to login


myFacts is software that stores personal and financial information securely so that it can be accessed immediately in the event of theft, fire, flood, death or sudden emergency.

myFacts stores whatever you think is important from everyone you deal with to listing all your different insurances and who they are with.

If you would like more information please email us at so we can invite you to  use the service.

Fundweb - SMSF Clients

Fundweb is our SMSF administration service that allows SMSF trustees to remain in control of their investments, contribution limits and pensions.

By using the latest in software and technology we can provide daily valuation of all ASX listed securities, most managed funds, and most bank accounts.

Fundweb allows you to access up to date information about your SMSF, track investment performance and prepare a variety of reports to view or print.

Click here to login

 If you are already a client of Excel Financial Advisors and would like to register for a secure area, please click here.


For clients using our BankLink service, login to view, code, and add comments to your bank transactions.

Click here to login


For clients using our Xero service, login to view, code, and add comments to your bank transactions. 

Click here to login

Reckon One

 ReckonOne login coming soon!