Always up-to-date, live client data
Real-time values from connected bank accounts, brokerages and client documents, all in one place.
Join the waitlistFor financial advisors, paraplanners and support staffThe Money tab. Anna's accounts grouped into cash, investments and debt, with her CommSec holdings.
Trusted by Australian businesses
Features
Live client position
From the bank, not a fact find. Balances from connected accounts keep the client’s position current.
Meeting notes
Drafted for your review. The notetaker turns each meeting into a file note and tasks you approve.
From one review to the next
See what changed, prepare faster and file notes you can stand behind.
01. Prepare
Read the brief. A prep brief built from the record and live accounts.
02. Meet
Focus on the client. The notetaker records the meeting from your calendar.
03. File
Approve the note. Review the draft file note, tasks and guidelines check.
One version of the client
A linked account is one record with one balance, so the numbers agree everywhere you look.
How the assistant worksAnswers from live accounts, documents and meetings.
Every answer shows what it read.
Questions that span every client at once.
Fact finds that stay current
Clients answer in their portal, and the answers land on the record.
Client portal
Each client gets a portal with your branding to connect accounts and send documents.
- Live balances and transactions
- Document requests
- Questions and checklists
Client structure
People, trusts and companies, built from documents.
Form Assistant
Provider forms filled from the record.
Guidelines
Notes checked against your firm’s guidelines.
Open by design
A public API and an MCP server for your own tools.
And many more Australian businesses
See your clients’ money as it is
Live bank data, documents and meetings on one record.
Join the waitlist