Redefine your client journey

Simple pricing that fits your business

Redefine your client journey

Simple pricing that fits your business

Connect
$ 279
per month, plus GST
Buy now
Activate your clients with a digital wealth portal.
CONNECT features include
  • Online client portal for clients to track their finances
  • Contextual prompts to promote your services
  • Digital Fact Find
  • Practice dashboard with basic analytics
5 Pro client subscriptions included
Accelerate
$ 749
per month, plus GST
Buy now
Scale your firm to new heights with powerful client data.
ENHANCE features, plus
  • Advanced branding opportunities
  • Dedicated account manager to help optimise your business
  • Sponsored client event to help promote your portal (up to $500)
  • And much more!
40 Pro client subscriptions included
Mobile First
Contact us for details
Get in touch
Stand out from the crowd with a powerhouse digital brand.
ACCELERATE features, plus
  • Premium branded mobile app, customisable to fit your needs
  • Your own page in the App Store and Google Play Store
  • Premium priority support
  • And much more!

All plans are billed monthly over a 12 month period. Compare plans or ask us about our enterprise solutions.

All plans come with these benefits

Unlimited Starter client accounts
Branded marketing content
Launch Consultant for quick takeoff
Email and phone support