What is myVAULT? Satori’s Client Portal Explained

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Most people we work with want the same thing from their financial life: clarity. Clarity about where the money goes, clarity about whether they are on track for the goals that matter, clarity about which decisions are worth thinking about and which can wait.

Spreadsheets do not deliver that. Logging into five separate accounts to assemble a picture does not either. The friction is enough that most people only do it once a year, usually under the pressure of tax time or an upcoming meeting.

myVAULT removes the friction. The picture is current. The categories are already done. The view is on one screen.

What you see when you log in

Your financial position on one page: assets, liabilities, net worth, and how each has moved over the period you choose.

Your transactions, categorised. You can see at a glance what was spent on what, and where the patterns are not what you assumed they were.

Your goals. Each goal you set with your adviser sits in myVAULT with a current status. Are you ahead, on track, or behind? What is the gap, and what would close it?

Your scenarios. If you increase your savings by $200 per fortnight, what happens to the timeline? If you change your investment mix, what does the projection look like? The numbers update in real time as you adjust the inputs.

How myVAULT fits into integrated advice

Satori’s job is to integrate your tax, your business, your wealth, and your lending so they pull in the same direction. myVAULT is where that integration becomes visible to you.

When your adviser is thinking about a change, the conversation starts from a shared picture, not from a half-remembered set of numbers. When you have a decision in front of you, you can see the implications across all four areas before you commit. When something shifts in your circumstances, your adviser knows because the picture reflects it.

Integrated advice depends on integrated data. That is why myVAULT exists.

Setting up myVAULT

Setup takes about ten minutes. You sign up, connect your accounts through secure read-only data feeds, and the platform pulls the last twelve months of history automatically.

Categorisation is done for you. You can adjust any category that does not look right, and the platform learns your preferences over time. By the second or third month it usually needs very little manual input.

Privacy and security

myVAULT uses read-only data feeds, which means the platform can see your transactions but cannot move money. Your account credentials are not stored on our systems.

Data is encrypted in transit and at rest. Access controls are in place at every layer of the platform.

We do not sell, share, or monetise your data. You are the client of Satori Advisory, not the product.

What to do next

If you are an existing Satori client, ask your adviser to get you set up at your next meeting.

If you are considering working with Satori, the first conversation is a discovery meeting. myVAULT comes into play once we are working together on the plan.

How Satori Advisory works

At Satori Advisory we integrate your tax, business, wealth and lending as a prosperity engine, aligned with what matters most to you. With a clear roadmap, informed by data and backed by decades of strategic experience, we simplify the complex. We don’t offer pre-packaged solutions. We deliver tailored, end-to-end advice that reflects your reality and ambitions. You’ll work directly with senior advisers who listen deeply, think boldly and act with purpose. Feel cared for by our trusted team and curated network of financial and business specialists, as we empower you to make smart decisions and realise your potential, powered by numbers.

Frequently asked questions

Ready to talk?

If you would like a calm, no-pressure conversation about how this applies to your specific situation, we are here to help.

Please feel free to get in touch on 1300 925 081 or send an email to [email protected] if you’d like to book in a chat on the above or on other matters.