# WealthX

> WealthX is an Australian all in one client platform for mortgage brokers, financial advisers and accountants. It combines professional websites, a digital fact find, CRM, a consumer wealth app, retention automation and marketing in one system. WealthX Pty Ltd (ABN 72 681 110 832) is a CDR representative of Basiq and stores data in Australia.

## Product

- [Platform overview](https://wealthx.au/): What WealthX does for mortgage brokers, financial advisers and accountants
- [Pricing](https://wealthx.au/pricing): Broker plans from $75/month, planner and accountant plans from $50/month, free trial, no minimum term
- [Padua partnership](https://wealthx.au/padua-partnership): Industry first broker to planner integration with Padua Solutions

## Research

- [Credit Rep Reports](https://wealthx.au/credit-rep-reports): Quarterly ASIC sourced data on mortgage broker movements across Australian aggregators
- [Q2 2026 Broker Movements](https://wealthx.au/credit-rep-reports/q2-2026): Latest quarterly report on credit representative movement across the top 10 licensee controllers

## Company

- [FAQ](https://wealthx.au/faq): Common questions about pricing, the free trial, open banking, security and integrations
- [Contact](https://wealthx.au/contact): Book a demo or reach support
- [CDR Policy](https://wealthx.au/cdr-consent): Consumer Data Right policy (CDR representative of Basiq)
- [Privacy Policy](https://wealthx.au/privacy)
- [Terms](https://wealthx.au/terms)