Let's Talk
Practice branded portal
Mobile optimised for any device
New prospect link for automations
Mini Fact Find Data Summary
Configurable questions in mini fact find
Integrations with your advice CRM
2 Factor Authentication for Advisers
Secure client portal
2 Factor Authentication for Clients
Document upload and storage
Client task management
Visibility of client data changes
Coming soon
Digital signatures
Coming soon
Coming soon
Coming soon
Complete Fact Find Data Set
Goals and Scoping modules
Custom Risk Profiles
Client change report
Customisable forms
Document production
Digital advice board
File notes
Client Fact Find Sign Off
Practice or licensee reporting
Integrations tailored to your business
Tailored integrations maintenance
Custom data management
Activity dashboards
Compliance analytics
Customisable design
$99
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
Integrations
$299
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