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paid monthly
paid yearly

Annual Commitment


  • Features



    Pre-meeting workflow 'mini fact find'
  • Detailed Scoping Tool
  • Configurable Fact Find Modules
  • FSG delivery, acknowledgement & recording
  • All data stored and retained through AWS in Australia
  • Two-factor verification and authentication
  • Live tracking of client progress
  • Comprehensive file noting with attachments (inc. audio files)
  • Micro-notes available for module of the fact find
  • Sensitive data double encrypted (TFN, SRN, HIN, CRN)
  • Snapshot taken each time advice is provided
  • Time & date stamped audit logs
  • e-Signature for client confirmation of dataset (Snapshot)
  • Master goals list including values-based goal capture
  • Client Review workflow
  • Practice theme-based Login Screens & Fact Find
  • External Paraplanner & Support Staff Access


  • Integrations


    Calendly
  • Zapier
  • Xplan (Standard API mapping)
  • Worksorted
  • Fin365
  • Open APIs



  • Customisation & Configuration


    Customised White-labelled Fact Find
  • Customised client login widget
  • White-labelled emails
  • Customised Scope of Advice (Optional)
  • Customised Risk Tolerance (Optional)
  • Xplan non-standard per field mapping


Pay As You Go


  • Features



    Pre-meeting workflow 'mini fact find'
  • Detailed Scoping Tool
  • Configurable Fact Find Modules
  • FSG delivery, acknowledgement & recording
  • All data stored and retained through AWS in Australia
  • Two-factor verification and authentication
  • Live tracking of client progress
  • Comprehensive file noting with attachments (inc. audio files)
  • Micro-notes available for module of the fact find
  • Sensitive data double encrypted (TFN, SRN, HIN, CRN)
  • Snapshot taken each time advice is provided
  • Time & date stamped audit logs
  • e-Signature for client confirmation of dataset (Snapshot)
  • Master goals list including values-based goal capture
  • Client Review workflow
  • Practice theme-based Login Screens & Fact Find
  • External Paraplanner & Support Staff Access


  • Integrations



    Calendly
  • Zapier
  • Xplan (Standard API mapping)
  • Worksorted
  • Fin365
  • Open APIs



  • Customisation & Configuration


    Customised White-labelled Fact Find
  • Customised client login widget
  • White-labelled emails
  • Customised Scope of Advice
  • Customised Risk Tolerance
  • Xplan non-standard per field mapping


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