Practices who want to capture information before meetings and integrate with their CRM


per Adviser
per month (ex gst)

Everything you get with Plus:

White labelled product

Mobile optimised for any device

New prospect link for automations

Document summary

Configurable questions and answers


Practices who want a complete digital fact finding solution integrated with their CRM


per Adviser
per month (ex gst)

Everything in Plus, and:

Goals and Scoping modules

Complete Fact Find

Secure client portal

Document upload

Client change report

Customisable forms

Document production

Digital advice board

File notes

Client Fact Find Sign Off

Premium user support

Product roadmap engagement

Practice or licensee reporting

Integrations tailored to your business

For organisations that need additional customisation, security, control, and support

Let's Talk

Everything in Pro, and:

Tailored integrations maintenance

Custom data management

Activity dashboards

Compliance analytics

Customisable design

Scroll to Top

Find out more about what we can do for your licensee by emailing