Portfolio Management

Your Complete
Investment Dashboard

Consolidate all your broker accounts in one powerful platform. Track holdings, analyze performance, and receive expert investment recommendations.

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Broker Integrations

500+

Active Users

AFSL

Licensed

Choose Your Plan

Select the perfect plan for your investment journey. All plans include our core portfolio tracking features.

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Seamless Integration

Connect All Your Brokers

Automatically sync data from multiple platforms for a unified portfolio view

Bells Direct

CMC Markets

Morrison

Stropro

Macquarie

Everything You Need to Manage Your Wealth

Portfolio Tracking

View all your holdings, transactions, and cash accounts consolidated across all brokers

Performance Analytics

Advanced charts and reports showing your portfolio performance and allocation

Expert Recommendations

Receive curated investment opportunities and market insights from experienced advisors

Up-to-Date Market Analysis

Access current market trends, analysis, and insights to make informed decisions

Common Questions

Everything you need to know about Mosaic

Which brokers do you support?

We currently integrate with Bells Direct, CMC Markets, Morrison Securities, Stropro, and Macquarie. Your data is automatically synced daily from all connected accounts.

Can I cancel anytime?

Yes. Paid plans start with a 30-day Stripe trial when you use Start Free Trial — you will not be charged until the trial ends. There are no lock-in contracts. A 14-day money-back guarantee also applies to new paid charges.

Is my financial data secure?

Absolutely. We use bank-level 256-bit SSL encryption to protect your data. Your broker credentials are never stored — we use secure API connections and read-only access to sync your portfolio information.

What's the difference between plans?

Silver lets you choose specific investment products. Gold includes everything with full product access and advanced analytics. Full Service adds a dedicated portfolio manager and personalized strategy consultations.

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Ready to Transform YourInvestment Experience?

Start your journey with Mosaic today and take control of your financial future