All in one client portal
Enhance practice efficiencies
Promote your digital brand
Branded mobile app
Promote your services via your own branded wealth app that will be available for download by your clients from the Apple App Store and Google Play.
Digital Tax Checklist
Choose from our expertly designed digital tax checklists and onboarding forms, or convert your paper forms to a branded digital form for use in your portal.
Digital Fact Find
Choose from our expertly designed digital fact finds and onboarding forms, or convert your paper forms to a branded digital form for use in your portal.
Help clients stay on top of their finances by linking their bank accounts, loans and credit cards to see live data feeds across all entities.
Household balance sheet
Set clients up with their own balance sheet that is synced to live data feeds across all accounts, property assets and liabilities, to maintain a real-time view of their entire financial position.
Use our in-built electronic signatures feature or any of our integration partners’ to allow clients to digitally sign important forms, anywhere, anytime and from any device.