Pay per professional. Support staff are free on every plan.
For a solo broker getting started
$75a month per broker
Recommended
For brokers who want AI and automation
$99a month per broker
Everything in Starter, plus
For large firms and aggregator groups
Customvolume pricing
Everything in Growth, plus
For a planning practice
$50a month per planner
For large teams and aggregator groups
Customvolume pricing
For an accounting practice
$50a month per accountant
For large teams and aggregator groups
Customvolume pricing
Cost estimator
Set your team and client numbers to see what each plan costs.
Support staff are free, so they don't change the total.
Starter
Lower cost
$125 a month
$137.50 including GST
Growth
Lower cost
$99 a month
$108.90 including GST
Growth costs $26 less a month, and adds WealthX AI and active clients on fair use.
Wealth Plan
$100 a month
$110 including GST
In detail
Everything each plan includes, side by side.
| Feature | Starter | Growth | Enterprise |
|---|---|---|---|
| Price per broker | $75 a month | $99 a month | Custom |
| Active clientsFair use is set at around 100 active clients across the platform. We aim to make an unlimited model available. | 50, then $1 each | Fair use | Fair use |
| Extra brokers or admins | $75 each | $99 each | Volume pricing |
| Support staff | Free | Free | Free |
| Free trial | Not included | 30 days | Not included |
| Website templates | Included | Included | Included |
| Digital fact find with open banking | Included | Included | Included |
| CRM board | Included | Included | Included |
| Client wealth app | Included | Included | Included |
| Email campaigns | Basic | Basic | Basic |
| Contact uploads | Up to 200 | Unlimited | Unlimited |
| WealthX AI | Not included | Included | Included |
| Policy AI across 40+ banks | Not included | Included | Included |
| AI chat assistant on your website | Not included | Included | Included |
| WealthX Copilot for Chrome and Edge | Not included | Included | Included |
| Rate monitoring | Not included | Included | Included |
| Support | Priority | Partner priority | |
| Onboarding | Not included | Not included | One on one |
| Account manager | Not included | Not included | Included |
What it replaces
What brokers can stop paying for once they're on WealthX.
, replaced by WealthX Websites
WordPress, replaced by WealthX Websites
, replaced by WealthX Fact find
, replaced by WealthX Open banking
, replaced by WealthX CRM and clients
, replaced by WealthX CRM and clients
, replaced by the WealthX Wealth app
, replaced by WealthX Open banking
, replaced by WealthX Rate monitoring
, replaced by WealthX Rate monitoring
, replaced by WealthX Lender policy
, replaced by the WealthX Wealth appA client with a verified WealthX account in your firm. We count the most you have at any point in the month. Contacts and leads in your CRM don't count until they verify an account.
Each active client over 50 costs $1 a month. For a solo broker, Growth costs less than Starter from 75 active clients, and Growth has no limit.
No. Support staff are free on every plan. Each extra professional or admin is charged at your plan's price.
No. All prices are in Australian dollars and exclude GST, which is added to your invoice.
Growth comes with a 30 day free trial. You add a card when you sign up, and your first month is free.
No. Every plan is month to month with no minimum term, and you can cancel anytime.
Yes. Enterprise comes with volume pricing, one on one onboarding and a dedicated account manager. Book a call and we'll work it out with you.
Book a demo and we'll walk you through it, or start straight away.