Compare Partner Plans

Find your perfect match

Compare Partner Plans

Find your perfect match

Connect Enhance Accelerate Mobile First
Activate your clients with a digital wealth portal. Optimise your workflows and dive into new revenue streams. Scale your firm to new heights with powerful client data. Stand out from the crowd with a powerhouse digital brand.
Price per firm per month (exc. GST) $279 $399 $749 Contact Us
Branded Client Wealth Portal (Desktop & Mobile App)
Starter client subscriptions (included) Unlimited Unlimited Unlimited Unlimited
Pro client subscriptions (included) 5 10 40 150
Pro client subscriptions (additional) $14.95 per client, per month
Automated monthly client reports
Practice Portal (Firm Efficiency Tools)
Staff licences for the Practice Portal 10 20 40 Unlimited
To-Dos (tasks & reminders)
Multi-factor Authentication
Payment gateway
Document storage for clients ($25 for additional 50GB bundles) 50GB 100GB 200GB 200GB
Digital Fact Find
Digital document signing
($216 exc. GST per year for an additional 3000 documents)
3000 documents Unlimited Unlimited
Customised Fact Find
Revenue Generation & Analytics
Firm analytics (Practice dashboard)
Client surveys
Advanced analytics (survey responses & reports)
Themed campaigns
Will Wizard (will & referral engine)
Marketing & Branding
Customisable client report covers
Marketing Hub (branded marketing materials)
Sponsored client event
(up to $500)
Advanced Mobile Branding
Custom branded mobile app
Your page on the Apple App Store & Google Play Store
Data Efficiency
Client list import
(Xero Practice Manager, MYOB, XPLAN, CSV)
Investment feeds (XPLAN, Macquarie and more)
Onboarding & Support
Launch Consultant
Partner Enablement Manager
5h of a Certified Consultant's time to onboard clients
Priority support channel (email & phone)

Partner plans are a 12 month commitment, except for Mobile First which is 24 months. Click here to compare client subscriptions. For more information about the portal or our pricing plans contact us.