For buyer's agents, mortgage brokers and advisers
Give every client a portfolio plan they can see.
Build each client's property portfolio once, model their next purchase in the meeting, and hand them a branded report and a login. They come back to you when it's time to buy again.
No card required. Five clients included in the trial.
The meeting tool, not another CRM
Everything you need to show a client what their portfolio does over the next ten years, and nothing you don't.
- One workspace, all your clients
- Every client gets a real portfolio: properties, loans, rent, expenses and valuations. Open any client in one click and pick up where you left off.
- Model the next purchase live
- Add a planned purchase as a scenario and watch 10-year cash flow, equity and LVR update instantly. Compare "buy now" against "wait a year" in the meeting, not the next day.
- Branded reports in seconds
- Your logo, your colours. Headline numbers, holdings, charts and a year-by-year table. Print it, save it as PDF, or let the client open it themselves.
- Clients keep a login
- Clients see the same live portfolio on their phone. When their situation changes they come back to you, because their plan lives in your workspace.
- Rate and rent stress built in
- Change a rate, a rent or a growth assumption and every year of the projection follows. Interest-only periods, P&I switches and valuations are all first-class.
- No spreadsheets, no desktop software
- Replace the Excel model you rebuild for every client and the 1990s desktop calculator. Web-based, Australian, and built for the way you actually present.
Simple pricing
One price per practice. Unlimited clients, unlimited scenarios.
Solo
One adviser. Everything included.
A$149/month
- Unlimited clients and scenarios
- Branded client portal and reports
- Client logins
- Email support
Practice
Up to five advisers, one shared client list.
A$349/month
- Everything in Solo
- Five adviser seats
- Custom domain for the client portal
- Priority support and onboarding call
Founding practices lock in this pricing for life. Prices in AUD, GST inclusive.