Adapting to a Post-Royal Commission World

Adapting to a Post-Royal Commission World

As the dust slowly starts to settle around the Royal Commission, many are wondering where to go from here. While the recent election may have brought more clarity and a sigh of relief to many in the industry, it highlighted that even the thought of change...
Product Update: 16th May 2019

Product Update: 16th May 2019

It’s been a while since our last dedicated product update post and quite a bit has changed! Over the past few weeks, we have made enhancements to the mobile app to bring it in line with the wealth portal’s new look, added new features to the app, and optimised the...
Partner Plan Pricing Update

Partner Plan Pricing Update

Over the past 8 years we’ve strived to provide an innovative service to help finance professionals redefine how they engage with clients. During this time, we’ve launched many new features and introduced countless enhancements, all with the goal of...