The Email Grind
Advisers spend hours every week playing email ping-pong with clients trying to collect the correct identification documents.
Adviser Tools
Operations
Empower your advisory team.
We develop bespoke B2B portals for financial advisers and relationship managers, streamlining client data collection, portfolio reviews, and compliance documentation.
- Custom B2E (Business-to-Employee) portals allowing advisers to view a 360-degree profile of their entire client book
- Digital Fact-Find workflows replacing secure-email threads when gathering initial financial data from a new prospect
- Assisted onboarding flows allowing an adviser to start an application and push a secure link to the client to digitally sign
Analog tools cripple adviser efficiency.
Wealth firms invest heavily in the client-facing digital experience but often ignore the tools used by their advisers. If a wealth manager has to ask a client to email highly sensitive tax documents, or if they have to log into three different systems just to prepare for a portfolio review, operational costs skyrocket.
Data Disconnects
A client updates their address in the portal, but the adviser's CRM isn't updated because the systems don't talk to each other.
Compliance Risks
Advisers are storing sensitive client documents locally on their desktops because the official secure upload portal is too hard to use.
The deliverables
The digital adviser companion.
We engineer secure tools that turn your advisory team into highly efficient operational nodes.
Adviser Dashboards
Building secure web apps where staff log in to view their pipeline, upcoming reviews, and missing client documents.
Digital Fact-Find Tools
Custom interfaces allowing an adviser to send a secure, dynamic form to a prospect to capture their financial position before the first meeting.
Secure Document Collection
Portals where advisers can request specific documents and the client receives a secure link to upload it via their phone.
CRM API Hooks
Developing middleware that ensures the data entered by the adviser perfectly matches the data architecture required by Salesforce or Xplan.
Featured Wealth Platform
Modernizing fund operations.
See how we helped a boutique funds management firm digitize their archaic, paper-based onboarding process, allowing them to verify complex trust structures via API and secure $50M in new capital entirely online within the first month.
WealthTechDigital Onboarding
Project Overview
Frictionless, compliant capital raising.
We developed a highly secure application flow that intelligently adapts based on the entity type (Individual, SMSF, Company). It automatically queries ASIC and identity registers for real-time AML/KYC checks, generating a pre-filled, compliant digital mandate for the investor to e-sign.
Frequently Asked Questions
Common questions about wealth tech.
How do you handle complex entity structures (Trusts, Companies, SMSFs)?
We build dynamic logic into the digital application. If a user selects 'Corporate Trustee for a Trust', our React form automatically generates the exact required fields for beneficial owners, drastically simplifying what is traditionally a confusing 40-page PDF.
Can you integrate with Portfolio Management Systems (e.g., Praemium, Iress)?
Yes. We build secure API middleware to pull real-time portfolio data, asset allocations, and historical performance from your core systems, displaying it securely within the custom investor portal.
How do you ensure data security for high-net-worth clients?
We implement enterprise-grade IAM (Identity and Access Management) using Auth0 or Okta. We enforce strict Multi-Factor Authentication (MFA), ensure all data is encrypted at rest, and use secure document vaults to eliminate sending sensitive tax files over email.
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Modernize your wealth
and funds management operations.
From compliant digital onboarding of complex entities to highly secure, premium investor portals, we build software that drives capital growth and operational efficiency.
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