Platform Overview

Your Unfair Advantage

From client acquisition to long-term retention, our platform empowers mortgage brokers, financial planners, and accountants to deliver unmatched service at every stage.

●Mortgage Brokers●Financial Planners●Accountants

Loved, Shared & Celebrated by

Built for your industry

Powerful verticals. Seamlessly unified.

Three verticals, each purpose-built — even stronger together in one integrated system.

7 modules

Mortgage Brokers

From first contact to settlement — and every referral after.

4 modules

Financial Planners

Deliver advice clients remember. Build relationships they return to.

4 modules

Accountants

Modernise your practice. Retain your best clients.

The Outcome

Great service isn't a moment. It's a lasting relationship.

When your verticals work together, your clients feel it: faster responses, seamless transitions, and a platform that keeps them engaged for life.

WealthX AICRM KanbanWealth AppEDM MarketingRetention Engine
Industry Recognition

Industry Leading Experiences

WealthX was showcased on 9 News by finance expert Effi Zahos, highlighting how our platform is transforming the way mortgage brokers, financial planners, and accountants serve their clients.

Featured Expert

Effi Zahos • 9 News Finance Expert

WEALTH APP REFERRAL ENGINE

Turn Every Client Into a $0 Growth Channel

$0Acquisition Cost
3.2xViral Coefficient
92%Retention Rate

REFERRAL SYSTEMS DROVE THESE RESULTS

Airbnb300%More Bookings
Dropbox4MUsers — Fast
Up Bank80%Joined by Referral
WEngine
New Client
5-Star Experience
Refer Friends
Repeat Cycle
Self-Reinforcing Viral Loop
X Everything

One platform. Seven modules. Everything you need to attract, settle, and retain more clients.

X Websites
BrokersPlannersAccountants
X Fact Find
BrokersPlannersAccountants
X CRM
BrokersPlannersAccountants
X Retention
BrokersPlannersAccountants
X Marketing
BrokersPlannersAccountants
X AI
BrokersPlannersAccountants
PLATFORM OVERVIEW

Everything You Need to Grow

Seven powerful modules designed for mortgage brokers, financial planners, and accountants. We tailor the platform to match how you work.

01

Website Templates

BrokersFinancial PlannersAccountants

Create a stunning online presence with our professionally designed template website templates, built specifically for wealth management professionals to attract and convert more clients.

  • Professional Templates
    Choose from professional templates to give you a winning advantage.
  • Brand Customisation
    Adjust logos, images, copy and colours to match your brand identity.
  • Quick Setup
    Get your website up in minutes with our easy setup wizard.
  • Mobile Responsive
    All templates are fully responsive and look great on any device.
Key Highlights
Integrated contact forms and lead captureWebsite rate calculators (coming)Client facing AI chat assistant
02

Digital Fact Find

BrokersFinancial PlannersAccountants

Streamline your client onboarding with digital fact-finding forms that auto-validate, track completion time, and securely store all client data.

  • Smart Questionnaires
    Dynamic forms that adapt based on client responses.
  • Auto-Validation
    Real-time validation catches errors before submission.
  • Time Tracking
    Track how long each section takes to identify bottlenecks.
  • Secure Storage
    Bank-grade encryption for all sensitive client data.
  • Client Portal
    Clients can complete forms at their own pace online.
  • Analytics Dashboard
    Track completion rates and identify drop-off points.
Key Highlights
Pre-populated from existing dataMulti-step progress trackingAutomated follow-up remindersExport to PDF and CRMCustom branding optionsCompliance audit trail
03

CRM Kanban

BrokersFinancial PlannersAccountants

Manage your client relationships with a visual Kanban-style CRM designed specifically for financial professionals.

  • Pipeline Management
    Visual pipeline boards for every stage of the client journey.
  • Contact Management
    Centralised contact database with full interaction history.
  • Workflow Automation
    Automate repetitive tasks and follow-ups.
  • Activity Tracking
    Log calls, emails, and meetings with one click.
  • Deal Tracking
    Track deals from lead to settlement with real-time updates.
Key Highlights
Drag-and-drop Kanban boardsAutomated task assignmentsEmail integrationCustom pipeline stagesRevenue forecasting
04

Client Facing Wealth App

BrokersFinancial PlannersAccountants

Give your clients a branded mobile experience that keeps them engaged and informed about their financial journey.

  • Branded Mobile App
    Your brand, your app — fully white-labelled.
  • Portfolio Tracking
    Clients can track their portfolio performance in real-time.
  • Client Engagement
    Push notifications and in-app messaging.
  • AI Insights
    AI-powered financial insights personalised for each client.
  • Family Groups
    Family group accounts for household financial planning.
Key Highlights
White-label brandingReal-time notificationsSecure document sharingFinancial goal trackingAppointment booking
05

Retention

BrokersFinancial PlannersAccountants

Proactively retain clients with health scoring, churn prediction, and automated re-engagement campaigns.

  • Client Health Scores
    Track engagement levels and satisfaction metrics.
  • Churn Prediction
    AI identifies clients at risk of leaving before they do.
  • Rate Monitoring
    Monitor rate changes and alert clients to better deals.
  • Re-engagement Campaigns
    Automated campaigns to re-engage dormant clients.
Key Highlights
Automated health scoringPredictive analyticsRate alert systemCampaign templates
06Coming Soon

WealthX AI

BrokersFinancial PlannersAccountants

Harness the power of artificial intelligence to automate workflows, generate insights, and deliver personalised client experiences at scale.

  • Intelligent Automation
    Automate document processing, data entry, and routine tasks.
  • AI Assistant
    AI-powered assistant for client queries and internal support.
  • Smart Communication
    Generate personalised emails, reports, and recommendations.
  • Actionable Insights
    Surface opportunities and risks from your client data.
  • Predictive Analytics
    Forecast client behaviour and market trends.
  • Process Optimisation
    Continuously optimise your processes based on data.
Key Highlights
Document AI processingNatural language queriesAutomated report generationClient sentiment analysisMarket trend alertsWorkflow recommendations
07

EDM Marketing

BrokersFinancial PlannersAccountants

Create and send targeted email campaigns to nurture leads and keep clients engaged with your brand.

  • Campaign Builder
    Drag-and-drop email builder with professional templates.
  • Smart Segmentation
    Segment your audience based on behaviour and demographics.
  • Analytics
    Track opens, clicks, and conversions in real-time.
Key Highlights
Professional email templatesA/B testingAutomated drip campaigns

A platform built to grow your business today & tomorrow

Save Time
Automate repetitive tasks and focus on what matters most.
Grow Revenue
Convert more leads and increase client lifetime value.
Stay Compliant
Built-in compliance tools keep you audit-ready.
Retain Clients
Proactive engagement keeps clients loyal long-term.
Streamline Workflows
End-to-end automation from lead to settlement.
Data-Driven Insights
Make smarter decisions backed by real-time analytics.
Coming SoonWealthX AI

Your Unfair
Advantage

Purpose-built AI for mortgage brokers. Not a generic chatbot — an engine that understands your pipeline, your policies, and your compliance obligations. Every interaction makes it smarter.

10×
Faster Research
Policy matching in seconds, not hours
85%
Less Admin
Automate the busywork that drains your day
3×
More Deals
Focus on revenue, not repetition
100%
Compliant
AI-powered compliance note-taking
Coming Soon

WealthX AI is currently in development

Ready to Grow Your Practice?

Join thousands of mortgage brokers, financial planners, and accountants who trust WealthX to grow their business.

Start Now