The Wealth Central
Advisor Solution

Engage prospects and effortlessly manage your existing clients with a complete digital solution

Free 14
day trial,
register today!
Acquire

$590 per month + GST

 
  • 500 Licences: Up to 500 licences shared by up to 3 advisors allowing you to promote and service your business
  • Wealth-E: A virtual financial assistant that guides your prospective clients through the experience
  • Digital Fact Find: Capture all your clients information into one digital portal
  • CX optimised dashboard: Our dashboard engages the client through providing instant insights about their financial position
  • Future scenario modeller: Allow your client to self discover and see how their future could look
  • Communicate: Follow up with your client via Wealth-E integrating the end to end experience
  • Wealth Review: Enable your client to create an instant report showing them their complete financial position
Connect

$850 per month + GST

 
  • Includes Acquire functionality PLUS
  • MoneySync: Your clients can link all of their accounts to give them a real-time snapshot of their financial position
  • Default XPLAN: Integrate data capture directly with the default XPLAN configuration
  • Document Vault: Clients can upload and store documentation required to support the advice process using bank level security
  • Annual Review: Easily conduct an annual review with your clients extracting directly from XPLAN
Integrate

$1,200 per month + GST

 
  • Includes Connect functionality PLUS
  • XPLAN Customisation: If you have a bespoke XPLAN configuration, we will map into this
  • Unlimited Data Pack: No caps* on client document storage
  • E-Signature: Sign and store documents easily with integrated electronic signature capability
  • Communications Package: Multi channel communication capability together with full audit and reporting trail
  • Branding Package: Go beyond just adding your logo to customise imagery and colour scheme
  • Relationship Manager: Dedicated support from our team to ensure the smooth running of our platform within your business
  • Applications Suite: Deploy a suite of applications to your client to help them track stocks, financial events and more
Add-on
 
  • Additional advisors: Can be added to any plan at time of purchase or during contract inclusive of 150 additional licences at a cost of $500 per month + GST
  • Additional licences: As you business grows packs of 150 additional licences can be purchased at any time at a cost of $300 per month + GST
  • AFSL set up and customisation fee: POA – Priced on a daily rate depending on customisation and changes required