Clients check their money in your app. You see what changes.
Amelia Park's wealth app at Fernhill Advice's own address, in Fernhill's violet: a net position of $363,600, money in of $12,600 a month and $3,150 left for surplus and future savings. On Maya Ellis's Clients page, the alert Surplus over $2,000 now counts two clients, and Amelia Park joins it at the top, tagged Annual review.
Wealth app
They set the goal. Their bank data shows the pace.
Tom and Leah Nguyen's Money page in Fernhill Advice's 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.
Open banking
Accounts, spending and debts arrive under the CDR, read only.
In her app's account settings, Amelia's linked banks, NAB with her everyday and savings accounts, and Macquarie, each show when consent expires, with buttons to refresh or unlink. In Maya's client file, Amelia's summary from that data: monthly income of $12,600, expenses of $3,830 and loan repayments of $5,620 leave a net surplus of $3,150, and total assets of $1,301,800 against liabilities of $938,200 give a net position of $363,600.
Team boards
Every review on one board, with owners, due dates and subtasks.
A team board called Client reviews, with To Do, In Progress and Done columns. Amelia Park's annual review moves into In Progress, owned by Maya Ellis and due 18 November 2026, and its second subtask, Review cash flow and goals, ticks off.
Monthly email
Each client's net position and cash flow, emailed every month.
Maya's Monthly position campaign goes to 64 clients every 30 days. Amelia's email, from Fernhill Advice in its own colours, 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, with a button to book a time with Maya Ellis.
Referrals
From their app, clients text a friend an intro to you.
In her app, under My Adviser, Sharing and Referral, Amelia texts her friend Olivia an introduction to Maya Ellis, a Financial Planner, with Maya's phone, email and a sign-up link. When Olivia signs up through it, she lands at the top of Maya's Clients.
Padua Solutions
We're working with Padua Solutions towards a broker to planner integration.
Read the announcementWhat we're working towards
Pricing
One plan for your practice, with no minimum term.
All prices in AUD and exclude GST. Large team or group? Enterprise pricing is custom.
Talk to salesFor a planning practice
$50a month per planner
Book a demo and we'll walk you through it, or start straight away.