With no lock-in contracts, you can upgrade or downgrade licenses, cancel the subscription, anytime.


Features
  • Unlimited iFactFinds
  • Initial Meeting Module
  • Support Staff Access
  • Compliant FSG Delivery & Recording
  • Values based Goal Capture
  • File Notes
  • Progress Tracking
  • Pipeline Management
  • Practice Branded (White Labelled)
  • Audit Logs
  • Missing Link Functionality
  • Snapshot (Data Versioning)
  • eSign Acknowledgement
  • Pdf/CSV/Excel
  • Business Metrics)
  • Open APIs
  • Calendar Integration (Calendly)
  • Xplan Integration
  • Marketplace Integration
  • Finametrica Integration
  • Other Integrations as required
  • Detailed Database Reporting
  • Banking and Investment Feeds
Core
 
$99 AUD/Month/User(Ex.GST)
Integrate Release Q2 2020
$149 AUD/Month/User(Ex.GST)
Live
Release Q3 2020
TBA AUD/Month/User(Ex.GST)

^Para Planner and Support Staff = $0 AUD/Month/User (Ex.GST) - Restricted Access. Must have at least 1 Adviser License

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