Manage clients
at speed.
Keep households, notes, tasks and follow-ups in one place.
Make every system
work together.
Operational software for organisations, advisers and defence. Connect the work, keep the context, and move forward with confidence.
Bring data
together.
Connect existing systems, automate reporting and keep operational information moving, so you know what's happening and what needs attention.
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Make the
tools fit.
Connect existing systems and build what off-the-shelf software can't.
The practice record.
All in one place.
Bring clients, households, meeting notes, files and tasks into a shared workspace. Know what happened and what needs attention.
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Start with what
your team needs.
Software that can grow with your operation. Pricing is in Australian dollars.
Automate on your terms.
Free, Pro and Professional plans, with unlimited workflows. Private hosted instances for organisations.
3 plans / AUD
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Built for the whole practice.
A base platform subscription plus predictable per-adviser seats.
$200 / month base + $50 / adviser / month · AUD
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