The native app for Australian financial advisers
One tool for advisers toModel.Present.Draft.Model.
One desktop app for the whole job. Model a client’s position, present it on screen, then draft and issue the ROA or SOA from the same scenario, all in your firm’s brand.
Desktop apps are on the way. Click to be told the day they land.
One workflow, start to finish
From a client’s figures to signed advice.
01
Model it
Build the scenario across 25+ tools, loans, tax, super, retirement and more. Every assumption is shown and editable, every rate from a single Australian config.
02
Present it
Turn the screen around. A clean, branded view your client can follow, with every figure tracing back to the assumptions you set.
03
Draft the advice
Vera drafts the ROA or SOA from the same scenario, in your brand and your voice. You remain the author and approver; she does the assembly.
Hi, I’m Vera.
How can I help you today?
Meet Vera
Your AI associate, on every seat.
Vera helps you think, draft and communicate better advice. She drafts SOAs and ROAs from your own modelling, explains scenarios in plain English and preps your client meetings. She invents nothing, and nothing is final until you approve it.
Always assists. You decide.
Adviser and client, connected
From your desk to your client’s pocket.
You work at your desk in the desktop app, modelling scenarios, presenting on screen and drafting the ROA and SOA. Your client carries their own hub in their pocket, a firm-branded mobile app to check their wealth, share documents and keep their financials up to date. Two apps, one connected relationship.
- Your desktop app to model, present and draft
- A firm-branded hub in every client's pocket
- Documents and financials flow both ways
Client dashboard
FY2025-26Clients
38
Scenarios
124
SOAs / mo
16
Projected balance at age 65
White-label
Every deliverable, in your brand.
Set your logo, colours and fonts once. From the screen you present to the PDF and Excel you export to the ROA and SOA advice documents you draft, your branding carries through every deliverable, streamlined and consistent. The advice is yours; we just make sure it always looks the part.
No brand kit yet? Build one in the app in minutes, included free on every plan.
Brand kit · Included free
Build your brand kit, right in the app.
Drop in your logo and the app’s AI assembles your palette, typography and templates in minutes. Export the kit as a PDF to keep, it’s yours to use anywhere, and it carries through everything you produce:
- PowerPoint presentations
- Statements of Advice
- Records of Advice
- Execution letters
- Ongoing fee arrangements (OFAs)
- Fee disclosure statements (FDS)
- Performance reports
The toolkit
25+ tools, and counting.
Loans, tax, super, retirement, investing and protection, each tool built and vetted by practising Australian advisers. New ones ship regularly.
See the full toolkitHome loan amortisation
Repayments, extra payments and interest saved.
Borrowing capacity
What a client can responsibly borrow.
Debt recycling
Convert non-deductible debt, step by step.
Stamp duty
Transfer duty by state and price.
Income tax
Marginal tax, Medicare levy and offsets.
CGT on property sale
Cost base, discount and net gain.
Division 293
Extra super tax for high earners.
Franking credits
Grossed-up dividends and refunds.
Super contributions
Concessional and non-concessional headroom.
Carry-forward cap
Unused concessional cap over five years.
Co-contribution & spouse
Government and spouse contribution boosts.
First Home Super Saver
Save a deposit inside super.
Retirement modelling
Balance at retirement and the drawdown path.
Transition to retirement
A TTR pension with reduced hours.
Account-based pension
Minimum drawdowns and longevity.
Age Pension means test
Assets and income test interaction.
Investment comparison
Property vs shares, after tax and costs.
Multi-scenario comparison
Several strategies, side by side.
Sensitivity analysis
Stress the key assumptions.
Insurance needs
Cover required across life events.
Home loan amortisation
Repayments, extra payments and interest saved.
Borrowing capacity
What a client can responsibly borrow.
Debt recycling
Convert non-deductible debt, step by step.
Stamp duty
Transfer duty by state and price.
Income tax
Marginal tax, Medicare levy and offsets.
CGT on property sale
Cost base, discount and net gain.
Division 293
Extra super tax for high earners.
Franking credits
Grossed-up dividends and refunds.
Super contributions
Concessional and non-concessional headroom.
Carry-forward cap
Unused concessional cap over five years.
Co-contribution & spouse
Government and spouse contribution boosts.
First Home Super Saver
Save a deposit inside super.
Retirement modelling
Balance at retirement and the drawdown path.
Transition to retirement
A TTR pension with reduced hours.
Account-based pension
Minimum drawdowns and longevity.
Age Pension means test
Assets and income test interaction.
Investment comparison
Property vs shares, after tax and costs.
Multi-scenario comparison
Several strategies, side by side.
Sensitivity analysis
Stress the key assumptions.
Insurance needs
Cover required across life events.
One platform, three hubs
Built for everyone in the advice relationship.
One connected platform with a dedicated space for each role, the adviser running the practice, the client following their plan, and the licensee overseeing the group.
Adviser Hub
Practice management to help you grow faster, manage clients better and produce advice documents quicker.
- Fast advice generation
- Interactive modelling
- Product research
- Workflow, practice management and CRM
Client Hub
A firm-branded portal where your clients see their financial projections in one place.
- Fact find & risk profile questionnaire
- Financial projections
- Live portfolio view
- Document vault, service requests & digital signing
Licensee Hub
A central portal to manage your dealer group, set up your advisers and track the pipeline.
- Adviser onboarding & permissions
- Compliance tracking and reporting
- Practice-wide configuration
- Template management and cloning
Security & privacy
We handle client data with extreme care.
Security
Hardened by design
Multi-factor authentication on every seat, row-level security around every client record, and least-privilege access throughout.
Encryption
Encrypted, end to end
Your data is encrypted in transit and at rest, using industry-standard protocols including TLS 1.2+ and AES-256.
Data residency
Hosted in Australia
Client data lives in Sydney and stays onshore. No offshore processing, no surprises.
Privacy
Never sold, never trained on
Your client data is yours. We do not sell it to anyone, and it is never used to train AI models.
Compliance
Built for your obligations
A compliance block on every output, advice records kept for seven years, and licensee oversight built in. ISO 27001 certification is underway, with SOC 2 to follow.
Data ownership
Your data, your choice
Export or delete a client's data at any time. If you ever leave, every document you exported keeps working.
The biggest time-sink in advice, handled.
Stop rebuilding the same spreadsheets and hand-writing every document. Model, present and draft in one app your firm owns.