Features
Discover the benefits of the most powerful
client portal for accountants and advisers
The place to collaborate with other finance professionals to achieve any client goal.
Advisers
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.
E- Signatures
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.
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.
Client Surveys
Use our in-built surveys to check in with your clients. These can be triggered at regular intervals and once completed, are used to uncover new opportunities.
Live Data Feeds
Rely on up to date data when giving advice, with live data feeds synced from top banks, property, car, planning and investment platforms.
Secure Document Storage
Store sensitive client documents in one secure place, where you and your clients can gain access to them anytime, anywhere.
Household P&L
Clients can track every dollar in and out, and tax time preparation becomes a breeze when you set up tax tagging on transactions across all their accounts.
Reminders
Create tasks and set automated reminders, so nothing slips through the cracks. Assign yourself or your client to ensure visibility of collaborative tasks.
Wills & Insurances
Securely store insurance policies and Wills, with the ability to produce an Executor’s kit.
Automated Reports
Choose from a selection of automated wealth reports that are always up to date with data from live feeds, eliminating the manual work in producing insightful reports.
Guest access
Bring external specialists like lawyers and brokers together on the portal, and extend your services to deliver on your key financial role in your clients’ lives.
Lead generation
Generate additional revenue streams from opportunities identified in client surveys or directly from your app listed services.
Staff Management
With multiple logins for your staff, you can easily manage administration rights for staff all from one secure location.
Marketing Collateral
Use the in-built Marketing Hub for all you need to roll out the portal to your staff and clients, including videos, email templates, and other promotional material.
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Rooms (new)
A chat function is central to this feature and helps combine all professional resources, including document upload and sign, in one location to achieve any client goal.
Features for your clients
Discover the benefits of the most powerful
client portal for accountants and advisers
Live Balance Sheet
Maintain a real-time view of bank, loan and Super accounts, and investment portfolios.
Cashflow & Budgeting
Set budgets, track cash flow, and with tax tagging, they can stay on top of their taxes too.
Automated Reports
Produce insightful reports with pie charts, breakdowns and wealth projections.
Wills & Insurances
Securely store insurance policies and Wills, with the ability to produce an Executor’s kit.
Secure Document Storage
Store sensitive documents in one secure place, with access to them anytime, anywhere.
Build your A-team
With guest permissions you have control over who has access to your details.
Asset management
Live data feeds ensure valuations of property assets are up to date.
Reminders & To Dos
Set automated reminders to stay on top of what needs to be done by when.
Mobile App
Access to you and their entire financial world anytime, anywhere.
Goal tracking
Set and track financial goals in real-time to never lose sight of what you are working towards.
E-signatures
Securely sign important documents and forms, anywhere, anytime and from any device.