The pain points are real. So is the way through.
Three problems every advice firm knows from the inside, each one answered by the AI Client Portal, with the adviser in control throughout.
Clients you can't reach between reviews
Most client relationships live in two meetings a year. In between, markets move, life happens, and questions go unasked, or go to Google. Silence reads as absence, even when you're working hard behind the scenes.
The portal keeps your clients close: their wealth in one place, plain-language education, and a space to explore “what-if” scenarios with their own numbers. Timely nudges bring them back when something deserves attention, and a secure channel, with messages and documents in one place, always leads back to you.
Admin that eats the practice
Chasing data across platforms, re-keying the same client picture, preparing for reviews from scattered systems. The hours that should go to advice go to assembly instead.
A single pane of glass between you and each client: the full picture and their documents in one secure vault, assembled and current. Reviews start before the meeting: clients confirm what's changed and share questions ahead of time, so both sides begin on the same page.
A model that caps how many people you can help
Around a hundred clients per adviser is where the current model tops out. Growth means hiring, and every new client adds hours. Millions of Australians who want advice simply can't be reached this way.
See and act across your whole book at once. The platform surfaces what needs you; you decide what happens. Serve more people well, without diluting the advice that makes your firm yours.
Designed to integrate, not displace
The portal is the client-facing layer that sits above the technology you already run. It draws authorised context up from your CRM, investment platforms, documents and firm knowledge, and turns it into the client experience. Nothing gets ripped out.
Questions, goals, documents and activity
CRM and advice-system agnostic, designed to integrate, not displace.
What people actually do with it
Real value from the first interaction, and every one after. Both sides of the relationship, on the same platform.
- 01
Build their picture
A guided, one-question-at-a-time onboarding that shows net wealth taking shape as they answer.
- 02
Document vault
Every important financial document stored securely together, organised and easy to find.
- 03
Ask & learn safely
Plain-English answers about their own finances. Education and exploration, never personal advice.
- 04
Prepare for reviews
One notification: confirm what's correct, update what's changed, share questions ahead of time.
- 05
Secure messaging
Questions stay connected to their financial journey, not scattered across email and phone.
- 06
What-if modelling
Model real decisions with their own numbers: extra super, pay down the mortgage, or invest.
- 01
Daily command view
Meetings, completed updates, changed circumstances and opportunities across the whole book.
- 02
AI meeting prep
A briefing ready before the meeting: what's changed, what to raise, what needs attention.
- 03
Ask across the book
Questions answered in moments with context. Less searching systems, more understanding clients.
- 04
Less admin
Client updates captured, reviewed and approved back into your advice system, with no manual rekeying.
- 05
Warnings & monitoring
Emerging risks and advice-like questions surfaced early, not after the fact.
- 06
Proactive advice at scale
Patterns across the book reveal who'd benefit from a timely, relevant conversation.
Serve more clients. Deliver more value. Grow without adding the same administration.
Your clients see your firm, powered by us, invisible to them.
The portal carries your brand end to end: your name, your colours, your voice. Flip the switch. This is the app's own white-labelling, live.
Built for advice firms of every shape
You are the brand. The portal multiplies your presence. Every client feels attended to, even in the weeks you can't call.
One consistent client experience across every adviser, with firm-level visibility of engagement, and workflows that scale with the book.
Governance-first architecture: permissions, audit trails and oversight designed for licensed-entity accountability from day one.
The honest answers, up front
No, and it never will. The portal exists to make your relationship with your clients stronger, not to stand in for it. Every piece of analysis a client sees is adviser-authored or adviser-approved, and every path through the portal leads back to you. The adviser stays the adviser. That's not a tagline, it's the architecture.
Their wealth in one place, under your firm's brand: their accounts and balances, plain-language education, timely nudges when something deserves attention, and a direct way to reach you. Nothing they see mentions us.
Yours. The portal carries your firm's name, colours and voice end to end. We're the technology underneath, invisible to your clients by design.
Your existing planning software and CRM stay exactly where they are. We'll walk through your specific stack in the first conversation. We're careful never to promise an integration before it's real.
Founding firms are typically live within weeks, not months. We do the heavy lifting: branding, configuration and onboarding are on us, with a named contact throughout.
No. Your client data is never used to train shared models. Data handling, residency and access are documented plainly on our Security & trust page, the version your compliance officer will want.
Pricing is shared in a conversation, because it depends on firm size and scope. Founding firms help shape the model, and there's no obligation at any step.
This is stage one. More capability and purpose will be added as the platform matures, built alongside our founding firms, announced only when it's real.
See it with your own book in mind.
A 30-minute walkthrough of the portal, your questions answered. If it fits, we scope a pilot for your firm.
Become a founding firm