Try the tools we can build into your practice.
These are working demonstrations, not screenshots. Have a play. Every one is scoped to your practice before we build, and anything advice-related is always adviser-led and signed off by you.
Advice draft support
Live demoA demonstration for advisers. From the figures an adviser has already modelled, the tool assembles a structured document outline for the adviser to complete, review and sign off.
This is a demonstration for advisers, not for use by consumers, and it does not provide financial advice. It runs on fixed sample figures and never composes the recommendation. The adviser enters and owns the recommendation, and signs off the final document.
Sample adviser figures
Sample figures, shown read-only. In the real tool the adviser supplies their own modelled numbers. The tool uses only those numbers and does not invent figures.
Client situation
Scope of advice
This document covers consolidation of the client's superannuation and a review of personal insurance cover held inside super.
Recommendation
The adviser enters and owns the recommendation here. The tool does not generate advice.
Costs
Risks and considerations
- Consolidating may affect existing insurance cover. Confirm replacement cover is in place before closing any account.
- Check for exit fees, lost benefits or tax implications on the existing accounts.
- Confirm the investment options in the recommended fund suit the client objectives.
New client onboarding
Live demoThe repetitive steps after a new client says yes, run in sequence. Press play to watch the automation work.
Review meeting prep pack
Live demoPick a sample client and the tool assembles everything you need before a review, in one place.
Lead capture funnel
Live demoHow a prospective client moves from interest to a booked conversation. Step through it.
What can we help with?
You chose ·
Where should we send the details?
That is all it takes.
In a real funnel, this enquiry lands with you straight away and the follow-up begins automatically.
More we can build, scoped to your practice.
Marketing
Operations
Websites
Want any of these built for your practice?
Tell us where the friction is and we will suggest where to focus first, with a clear scope before any work begins.