Keep clients for life
Win them once. Stay part of their financial life, year after year.
More than you think.
Everything you need to win and keep clients, in one login.
As featured in
- news.com.au
- Money Magazine
- Broker Daily
- Money Management
- Adviser Voice
- 2GB Radio
Replace your stack
What do you pay for?
Every WealthX product, and the tools it replaces.
27 tools. One WealthX login.
- Online chat replaces Intercom, Tidio
- Websites replaces Squarespace, WordPress, Wix
- Fact find replaces Middle, ClearPolicy, HAILO by LoanOptions.ai
- Open banking replaces Frollo, Experian BankStatements, CashDeck
- Document collection replaces FinanceVault, FileInvite
- Marketing hub replaces ActiveCampaign, Mailchimp, Campaign Monitor, ActivePipe
- CRM and clients replaces Pipedrive, monday.com, Trello, HubSpot
- Wealth app replaces myprosperity, WeMoney
- Rate monitoring replaces Sherlok, Stryd
- Lender policy replaces Cynario, Bulma
- Servicing calcs, coming soon: Quickli
- Mystery box, coming soon
Roll your tools into one.
Pick the tools you pay for. See what WealthX saves you.
Online chat
Websites
Fact find
Open banking
Document collection
Marketing hub
CRM and clients
Wealth app
Rate monitoring
Lender policy
Servicing calcsComing soon
How we priced these
Each tool's cheapest paid plan for one user, billed monthly where the vendor offers it, from its own website on 5 November 2026. Where a vendor has since taken its price down, we use the last price it published. GST is taken off any price that includes it, and usage fees aren't counted. Tools for WealthX features marked coming soon are counted too. US prices are converted at the RBA rate of 4 November 2026, US$0.6972 to the dollar. WealthX is the Growth plan at $99 a month.
IntercomEssential, US$39 a seat a month
$56/moTidioStarter, US$29 a month
$42/moSquarespaceBasic, A$24 a month
$24/moWordPressPersonal on WordPress.com, A$14 a month
$14/moWixLight, A$21 a month billed yearly, with GST
$19/moMiddleNo public price; free for Finsure brokers
Not countedClearPolicyOne plan, two users, A$500 a month plus GST
$500/moHAILO by LoanOptions.aiAbout A$250 to A$500 a month, per LoanOptions.ai in November 2025
$250/moFrolloFrollo for Brokers, paid for by aggregators
Paid for by aggregatorsExperian BankStatementsEssentials, A$9.90 a month with GST, plus A$3.85 a submission
$9/moCashDeckBroker plans, from A$49 a month
$49/moFinanceVaultComes with BrokerEngine, A$164 a broker a month with GST
$149/moFileInvitePro, US$99 a month, as last listed in March 2025
$142/moActiveCampaignStarter, A$23 a month billed yearly, 1,000 contacts
$23/moMailchimpEssentials, A$18.69 a month, up to 500 contacts
$19/moCampaign MonitorLite, A$19 a month plus GST, up to 500 contacts
$19/moActivePipeEssentials, A$109 a month plus GST, as last listed in June 2025
$109/moPipedriveLite, A$34 a seat a month
$34/momonday.comBasic, A$19 a seat a month, from 3 seats
$57/moTrelloStandard, US$6 a user a month
$9/moHubSpotStarter, A$31 a seat a month
$31/momyprosperityConnect, A$279 a month plus GST, 12 month term
$279/moWeMoneyBroker pricing hasn't launched yet
TBASherlokSherlok subscription, A$149 a month, as last listed on 7 May 2026
$149/moStrydSingle broker, A$196.90 a month with GST, or A$175 billed yearly
$179/moCynarioLite, policy only, A$39.95 a month
$40/moBulmaSolo, A$49 a month with GST
$45/moQuickliCore, A$59 a seat a month plus GST. WealthX's version is coming soon
$59/mo
Connections
Works with your tools.
Connect once. WealthX keeps them in step.
- GmailClient emails and your calendar
- OutlookClient emails, in the same inbox
- Google CalendarBookings land when you're free
- Google MeetMeeting summaries, added to the file
- Open bankingThrough Basiq, under the CDR
In the industry
Seen on 9News. Partnered with Padua.
- ISO 27001 certifiedControls listed in our Trust Centre
- Stored in AustraliaOn AWS Sydney
- EncryptedAES-256 at rest, TLS in transit
- Open banking under the CDRCDR representative of Basiq
- Two-factor sign-inAvailable on every account
- Australian companyWealthX Pty Ltd, ABN 72 681 110 832
Does WealthX replace my aggregator's CRM?
No. Your aggregator's CRM stays where you lodge. WealthX handles what happens before and after lodgement, from the first enquiry to the referral. On Growth, the WealthX Copilot extension fills a supported broker CRM and servicing calculator from the deal, so you key it once.
Can my clients share bank data instead of sending statements?
Yes. Through open banking under the Consumer Data Right, clients consent to share their bank data, which Basiq collects securely. You see their income and expenses without chasing statements. Consent lasts up to 12 months and clients can withdraw it at any time.
Is client data stored in Australia?
Yes. WealthX stores data in Australia on AWS Sydney, encrypts it in transit and at rest, and is ISO 27001 certified. Our Trust Centre lists the controls and the providers we use, and the status page shows how the platform is running.
Can I bring my existing clients across?
Yes. Import them by CSV into your client list, with tags and smart lists to sort them.
Will my clients see my brand or yours?
Yours. Set your exact brand colour and add your logo, and clients see them on the fact find, the client wealth app, your emails and the AI chat on your website.
See it with your clients
Book a demo and we'll walk you through it, or start straight away.