Their money, in your app
Their banks, home value and borrowing power, in your brand.
Their cash flow, property and net position, in your brand.
Sarah Harbour's wealth app. On the web, her dashboard shows her cash flow, a borrowing capacity of $325,000 and a net position of $501,000. On her phone, 14 Bay St, Coogee is estimated at $1,510,000 against the suburb average, as a push arrives: great news about your home.
Amelia Park's wealth app. On the web, her dashboard shows money in of $12,600 a month, where it goes, and a net position of $363,600. On her phone, the Money page lists her accounts from NAB, ANZ and Macquarie, as a push arrives: you're spending less.
White label
Your brand, not ours.
Your exact colour and logo, on the app clients keep after settlement.
Your exact colour and logo, on the app clients open between reviews.
- Your exact colourType the hex code, not something close.
- Your logoLight and dark versions, for every background.
- Your own addressClients sign in at your firm's app address.
Tawny Lending types its exact primary colour, #DA7708, into its colour settings. Sarah's Property page in the app turns Tawny amber, under Tawny Lending's logo.
Fernhill Advice types its exact primary colour, #5B4FD9, into its colour settings. Amelia's dashboard in the app turns Fernhill violet, under Fernhill Advice's logo.
Savings target
A deposit, not a spreadsheet.
Their goal, on track.
First home buyers set a deposit target and track their pace.
Clients saving for a goal see each month whether they're on track.
- Their target, their dateThey pick the deposit and the day they want it.
- Their target, their dateThe amount and the date are the client's call.
- Their real paceCurrent trend comes from their own bank accounts.
Priya Sharma's Money page in the web app: a cash balance of $21,350 from her connected banks, and the Savings Target Setter set to $40,000 in 360 days. Her monthly savings target is $3,333 and her current trend is $3,450 a month. Once she sets it, a Target line joins her balance chart.
Tom and Leah Nguyen's Money page in the web app: a cash balance of $15,600 from their connected banks, and the Savings Target Setter set to $24,000 in 180 days. Their monthly savings target is $4,000 and their current trend is $4,250 a month. Once they set it, a Target line joins their balance chart.
Property and lending
Net position
Equity and borrowing power.
Net position, kept current.
Their home's value, the equity they hold and what they could borrow.
What they own and owe, with their home valued against the suburb.
- Home valueAgainst the suburb average, over up to ten years.
- Borrowing powerFrom their real spending, with loan scenarios beside it.
- Net positionCash, property and debts, netted for them.
- Home valueAgainst the suburb average, over up to ten years.
- A push when it movesHome value up, spending down or borrowing power up.
Sarah's Borrowing Capacity page: $325,000, based on current expenses, with an optimised estimate above it and her loan scenarios below, as a push says her borrowing power is up. Beside it, her property valuation: a price estimate of $1,510,000, current debt of $1,040,000 and an LVR of 69%, which leaves $470,000 equity.
Amelia's dashboard on her phone: total property value of $1.2 million, cash of $61,800 and liabilities of $938,200, for a net position of $363,600, as a push says her home's value is up. Beside it, her property's price estimate against the suburb average over five years.
Alerts
See who's ready to buy.
Spot surplus cash flow.
An alert on Clients shows who has reached their buying goal.
An alert on Clients shows who's earning more than they spend.
- Has Met Buying GoalTheir buying power has caught up with their goal.
- Eight measuresLVR, equity, debt and surplus, from connected accounts.
- Excess Monthly SurplusSet the amount. See who's above it.
- Eight measuresDebt, equity, LVR and more, from connected accounts.
Jordan creates an alert named Ready to buy, marked Healthy, for clients where Has Met Buying Goal equals yes. On Clients, under Alerts On Connected Accounts, Ready to buy now counts one client: Priya Sharma, $21,350 net, tagged First home.
Maya creates an alert named Surplus over $2,000, marked Healthy, for clients whose Excess Monthly Surplus is at least $2,000. On Clients, under Alerts On Connected Accounts, the new alert counts one client: Amelia Park, $363,600 net, tagged Annual review.
Monthly position
Their month, from you.
After settlement, a monthly email keeps you in front of them.
Between reviews, a monthly email shows what they own, owe and spend.
- Set it onceA recurring campaign sends it every 30 days.
- Their own figuresNet position, money in and money out.
Jordan's Monthly position campaign goes out every 30 days. Sarah's email says her net position is $501,000, up $5,940 this month, as at 31 October 2026. She owns $1,510,000, owes $1,040,000 and holds $31,000 in cash. Money in was $11,860 and money out $10,591, leaving $1,269. Jordan Mitchell offers to walk through any of it.
Maya's Monthly position campaign goes out every 30 days. Amelia's email says her net position is $363,600, up $4,920 this month, as at 31 October 2026. She owns $1,240,000, owes $938,200 and holds $61,800 in cash. Money in was $12,600 and money out $9,450, leaving $3,150. Maya Ellis offers to walk through any of it.
Replaces
Replace two client apps.
Included from Starter, at $75 a month per broker.
Included in the Wealth Plan, at $50 a month per planner.
, $279 a month
, broker price to be announced
More of WealthX.
- WebsitesFor brokers
- AI chatFor brokers
- Fact findFor brokers
- Document collectionFor brokers
- Open bankingFor brokers and planners
- Rate monitoringFor brokers
- Marketing hubFor brokers and planners
- CRM and clientsFor 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.