Solution introduction

Onboarding, Integrations and Cashflow Modelling software designed to help you and your entire financial planning process

Where financial planning happens

We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the tools you need to do your job.

Backed up by the numbers

  • 2 hrs - could be saved for every client you digitally onboard with our technology.
  • 68k - digital fact finds were completed in 2021 – a record year.
  • 1.2 hrs - could be saved per client by using our technology to prepare for an annual review*.
  • 293k - cashflow plans were created for over 100k households in 2021 – a record year.

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