FEATURE SPOTLIGHT

Rooms

The place to collaborate with other finance professionals to achieve any client goal.

Accountants
Advisers
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Digital Forms

Reimagine paper forms with this smart digital tool. Choose from our expertly designed templates or convert your paper forms to a branded digital form for use in your portal.

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.

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.

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.

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.

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.

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.

Reminders

Create tasks and set automated reminders, so nothing slips through the cracks. Assign yourself or your client to ensure visibility of collaborative tasks.

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.

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.

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.

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.

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.

Client Goal Setting

Help your clients set goals then link a goal to an outcome to keep them on track. Debt reduction goals can be linked to a loan account; retirement goals to a balance sheet.

Tax tagging

Tax time preparation becomes a breeze when you set up tax tagging on transactions across all your clients’ accounts.

Document Storage

Store sensitive client documents in one secure place, where you and your clients can gain access to them anytime, anywhere.

Mobile App

Access to you and their entire financial world anytime, anywhere.

Document signing

Securely sign important documents and forms, anywhere, anytime and from any device.

Secure Document Storage

Store sensitive documents in one secure place, with access to them anytime, anywhere.

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Asset management

Live data feeds ensure valuations of property assets are up to date.

Live Balance Sheet

Maintain a real-time view of bank, loan and Super accounts, and investment portfolios.

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Household P&L

Set budgets, track cash flow, and with tax tagging, they can stay on top of their taxes too.

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Wills & Insurances

Securely store insurance policies and Wills, with the ability to produce an Executor’s kit.

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Goal tracking

Set and track financial goals in real-time to never lose sight of what you are working towards.

Guest access

With guest permissions you have control over who has access to your details.