1300 422 823

Explore the features of Australia’s premier cloud based financial planning software

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Enter data once, and seamlessly integrate all your client file information into every part of the advice process.

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Client Portal

The ability to set up and tailor client portals for any or all of your clients forms part of our core CRM module.

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Workflow & Process Management

Enjoy the flexibility to design & run your business processes how you choose

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Integrated Research

Our advice wizard is integrated to the CRM module and risk, super and investment research capabilities.

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Advice Tools

Remove data re-entry and reduce the time to produce sophisticated and tailored advice documents.

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Portfolio Management

Financial Planning professionals expect their software to provide a holistic view of their clients financial position

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Projections & Scenario Comparisons

Run monthly cash flow projections and model and compare multiple scenarios.

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Business Intelligence

You know how valuable your data is and how powerful having access to the right information at the right time can be.

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Document Generation

No matter what document you are preparing for your clients, reusable components provide flexibility & speed.

Ready to take your financial planning business into the future?

Book your free no obligation demonstration online today or call us for more information on 1300 422 823