Designed by planners, for planners.

Our mission is to develop an online suite of tools specifically designed to help you and your financial planning process. From enhancing client engagement to improving efficiencies, we are here to provide the tools you need to do your job and achieve your goals.

Designed by financial planners, for financial planners

Our award winning technology is used by thousands of financial planners across the country as the central hub to their financial planning process. Find out how our online suite of tools can help you and your financial planning process.

Onboarding Tools

Secure Client Portal
Open Banking/Finance - Coming soon
Client Self Onboarding
Secure Document Exchange
Disclosure Documents
Secure Messaging
Dynamic Fact Find
Letters of Authority
Digital Sign/Accept
Custom Links (ATR, platform, etc)
Anti-Money Laundering

Integrations

Intelligent Office
Advisercloud
Enable
Plum
Time4Advice Curo
Hubwise - Coming soon
Iress Xplan
Origo - Coming soon
Transact
Elen - Coming soon
Advicefront

Planning Tools

Cashflow Modeller
IHT Tool
Monte Carlo
Pension Tools
Stress Testing
Investment Tools
Capacity for Loss
Mortgage Tools
Timeline of Goals
Protection Tools
Engaging Reports

Plus...

Bespoke Branding
Create PDF and Word reports
Access to Unlimited Demos
Option to use multiple currencies
Access to 'how-to' resources
SSL secured connection
Access to customer support
AES-256 encryption
Add unlimited clients
Option to add your entire team
Create unlimited reports