Deals that move themselves.Every client, at a glance.
Clients start their fact find. The card moves on its own.
Net position and alerts for every client, from their connected accounts.
The Loan CRM in Advanced view. Sarah Harbour taps Next on her fact find, and her deal moves from Leads to Loan App In Progress by itself: that column now holds 16 deals worth $12,266,000.
Amelia Park connects her bank, and her app's Money page lists her NAB everyday and savings accounts and her Macquarie home loan. On planner Maya Ellis's Clients page her net position fills in at $363,600 and a new insight alert appears.
Loan CRMTeam boards
Checklists on every stage.A board for every job.
Each stage brings its own tasks. Mark one done, see the next.
Reviews, onboarding or compliance. Owners, due dates and subtasks on every card.
- Your own stagesRename, reorder or add columns to fit how you work.
- Nothing sits too longSet the days before a deal is flagged in each stage.
- Private, team or companyChoose who can see and edit each board.
- Start from a templateSave a board that works and reuse it next time.
A deal card in Loan App Completed with its 11 seeded tasks. Mark as done ticks Loan App review, and the card's next task becomes Reformat Document Names. Beside it, the column's settings: warning after 3 days, priority after 10, and its task templates.
A team board called Client reviews, with To Do, In Progress and Done columns. Amelia Park's annual review moves into In Progress, with an owner, a due date of 18 November 2026 and its subtasks ticking.
Client file
One click, the whole deal.One click, the whole client.
Fact find, documents, Policy AI and emails, in one drawer.
Income, spending, assets and debts, all from their connected accounts.
The Harbours' client drawer, open on Fact Find beside Documents, Policy AI, Servicing and Comms. The fact find is submitted and locked, the loan brief reads $1,050,000 on $1,420,000 at 14 Bay St, Coogee, and every section is complete.
Amelia Park's client drawer on its summary, beside Fact Find, Documents and Comms: income $12,600, expenses $9,450, assets $1,301,800, liabilities $938,200 and net position $363,600, with six months of cashflow.
Tags and smart lists
Lists that keep themselves.Find who to call next.
LVR, rates or buying goals. Clients join as their numbers change.
Surplus, equity or debt. A list fills itself as numbers change.
- Ready for a campaignSend a smart list an email from the Marketing hub.
- Tags you chooseTag clients your way, one at a time or in bulk.
Creating a smart list called Refinance prospects: current LVR less than 80 and highest debt interest rate greater than 6.2, which about 38 clients match now.
Creating a smart list called Surplus over $2,000: excess monthly surplus greater than $2,000 and outstanding debt less than $600,000, which about 18 clients match now.
PipelineYour team
Every stage, and its worth.Every adviser's book, one view.
Count and value per stage. Principals see the whole firm.
Each adviser's clients, and the cash, property and debt behind them.
Loan value by stage across the firm, $21,267,000 in all: Loan App In Progress holds 16 deals worth $12,266,000, and Settled holds 2 worth $2,420,000. Pipeline alerts show 2 high, 3 medium and 5 low.
The Staff page for Fernhill Advice: each adviser's connected and pending clients, and the debt, cash and property connected to their book. Maya Ellis has 64 connected clients with $41,250,000 of property connected.
Replaces
Four tools, one login.
They track deals by hand. WealthX moves them for you.
They hold contacts. WealthX holds each client's whole position.
See what you'd save
Lite$34/mo, Lite plan, $34 a month
Basic, 3 seats$57/mo, Basic plan for 3 seats, $57 a month
Standard$9/mo, Standard plan, $9 a month
Starter$31/mo, Starter plan, $31 a month
More of WealthX.
- WebsitesFor brokers
- AI chatFor brokers
- Fact findFor brokers
- Document collectionFor brokers
- Open bankingFor brokers and planners
- Wealth appFor brokers and planners
- Rate monitoringFor brokers
- Marketing hubFor brokers and planners
- Lender policyFor brokers
- WealthX CopilotFor brokers
- ReferralsFor brokers and planners
- All featuresEvery feature on one page
See it with your clients
Book a demo and we'll walk you through it, or start straight away.