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For brokers and planners

Straight from their bank

Income, expenses and loans fill the fact find, under the CDR.

Accounts, cash flow and debts fill their file, under the CDR.

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Sarah connects Commonwealth Bank and Westpac in her fact find: an everyday account of $18,542, savings of $34,210 and a $480,000 home loan. Jordan's view of the fact find fills from that bank data: Sarah's and James's salaries, their living expenses, their bank accounts and the home loan, each marked From bank data.

Amelia connects NAB and Macquarie: an everyday account of $14,260, savings of $47,540 and a $938,200 home loan. Maya's view of her fact find fills from that bank data: her salary, her living expenses, her bank accounts and the home loan, each marked From bank data.

Statements

Cash flow

Skip the statements.

Cash flow, from the source.

Connected accounts cover the statements. Need some for a lender? Generate them.

Spending sorts itself from bank transactions. No cash flow worksheet to chase.

  • Never asked forBank, savings and loan statements come from the connection.
  • Generated for the lenderPick the accounts, then three, six or twelve months.
  • Spending by categoryHousing, groceries, transport and more, from transactions.
  • In their fileThe same breakdown your client sees in their app.

Sarah's documents in her fact find: bank statements, savings account statements and existing home loan statements all read From your bank, so she uploads only her payslips. Jordan generates six months of bank statements from her three connected accounts for the lender.

Amelia's summary in Maya's client file, all from her bank data: a salary of $12,600 a month, living expenses of $3,830 a month split by category, $61,800 in bank accounts and a $938,200 home loan. On her phone, Amelia's Money page shows the same spending categories.

Consent

Their consent. Read only.

They choose what you see as their broker, and for how long.

They choose what you see as their adviser, and for how long.

  • Through BasiqWealthX is a CDR representative of Basiq.
  • A trusted adviserMortgage brokers are a trusted adviser class under the CDR.
  • A trusted adviserFinancial planners are a trusted adviser class under the CDR.
  • Up to 12 monthsConsent ends on time, or sooner if they stop it.
  • Stored in AustraliaHeld by Basiq in Australia, processed on AWS Sydney.

Before Sarah connects, her fact find says how it's kept safe: she chooses which accounts to share and can disconnect at any time, her bank login is never seen or saved, and her accounts can only be read, never moved. Later, in her app's account settings, each linked bank shows when its consent expires, with buttons to refresh or unlink it.

Before Amelia connects, she's told how it's kept safe: she chooses which accounts to share and can disconnect at any time, her bank login is never seen or saved, and her accounts can only be read, never moved. Later, in her app's account settings, each linked bank shows when its consent expires, with buttons to refresh or unlink it.

Your client list

Know who's connected.

See who's connected a bank, a property, or nothing yet.

Before a review, see which clients are connected and which aren't.

  • Six ways to filterBank, property, both, logged in only or not yet started.
  • Their position, in the rowNet, cash and what they owe, from their banks.

Jordan's Clients page, on Clients and Connections Status: 128 clients, 81 with bank accounts connected, 63 with a property connected, 14 logged in with no connections and 24 yet to connect. Sarah and James Harbour, Priya Sharma and Zara Ali are connected, each with their net position, cash and what they owe.

Maya's Clients page, on Clients and Connections Status: 64 clients, 41 with bank accounts connected, 30 with a property connected, 6 logged in with no connections and 9 yet to connect. Amelia Park, Tom and Leah Nguyen and Grace Taylor are connected, each with their net position, cash and what they owe.

Replaces

Replace three tools.

Included from Starter, at $75 a month per broker.

Included in the Wealth Plan, at $50 a month per planner.

  • Frollo, paid for by aggregators
  • Experian BankStatements, $9 a month
  • CashDeck, $49 a month
See what you'd save

More of WealthX.

See it with your clients

Book a demo and we'll walk you through it, or start straight away.

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