Advice is only as good as the picture it's built on. When a client's money lives across half a dozen accounts and a stale spreadsheet, that picture is always a little out of date. Redbark helps clients keep a live, accurate view in the tools they already use.
How financial advisors use Redbark
- Recommend it to clients. A client connects their own Australian bank (and, on the Professional plan, brokerage) accounts over Open Banking, and Redbark keeps balances and transactions flowing into a Google Sheet they own. They can choose to share that sheet with you.
- Use it yourself. Track your own net worth the same way.
Each person owns their connection
Redbark is personal-use only. Under our CDR Representative arrangement, it never gives one person access to another's banking data — each client connects their own accounts under their own consent. There's no adviser dashboard aggregating client accounts; a client simply shares a spreadsheet they control if they want to.
Read-only and private
Every connection is read-only under the CDR — Redbark can read transactions and balances but can never move money. And nothing is warehoused: data is proxied live from the bank to the destination at sync time.
See what data Open Banking shares, or start a free trial to track your own finances.