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 Pre-Assessment Questionnaire
Customised Investment Preferences
Customised Risk Profile
Xplan non-standard per field mapping
Trial
21 Days
21 Days
monhly / adviser (ex GST)
Core
$
119
$
1285
monthly / adviser (ex GST) yearly / adviser (ex GST)
$495
$495
$495
$695
Integrate
$
169
$
1825
monthly / adviser (ex GST) yearly / adviser (ex GST)
$495
$495
$495
$695
Quote
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
Trial
21 Days
21 Days
monhly / adviser (ex GST)
Core
$
149
$
149
monthly / adviser (ex GST) monhly / adviser (ex GST)
$495
$695
Integrate
$
199
$
199
monthly / adviser (ex GST) monthly / adviser (ex GST)
$495
$695
Quote
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