Pricing and Features to Suit Your Needs

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Your Complete Wealth and Cash Flow Portal

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Personal

Professional-grade finance management tool for Personal use

Take control of your finances with professional-grade tools

Daily account balance and transaction updates

Auto-categorises and sorts transactions from all accounts

Add your own "custom" categories and categorisation rules

Track Net Worth, Cash Flow, Budget and Goals

Store documents like mortgage contracts, trust deeds and wills

Take notes, add tags, and attach receipts to transactions

Advanced reports with export to CSV, PDF and Excel

Create entities to sort and view assets and liabilities (e.g. SMSF)

Free tutorials, email and telephone support

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Professional

A powerful client portal for Advisers and Coaches

Industry-leading client service and cash flow management software

All “Personal” features included for your clients PLUS

Free Business Portal for fast access to client data

White-label URL, logos, emails and reports included

Pre-configured Digital Fact Find (with customisation available)

Best-of-breed integrations with XPLAN, Midwinter and more

Digital e-signature and document storage

Customise categories, fact find, reports, emails and more

Free tutorials, resources, telephone support and training

Click to see all user types, features and functions

* Minimum usage fee $200 per month
* Auto-discounts kick in quickly as usage increases

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