We create real time-wealth financial services software solutions, giving you back time by automating processes, integrating apps and providing actionable intelligence.

Our software helps you focus on what matters most, empowering you to achieve better outcomes for your clients while maximising productivity.

It's about time

Real
Time-Wealth.

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Financial Services
CRM

Our CRM solution, powered by Salesforce, provides a seamless and integrated way to manage your client relationships.

With Salesforce’s robust capabilities, you can track and analyse every interaction, ensuring you stay connected and deliver personalised service.

Streamline communication, enhance collaboration, and make informed decisions with real-time access to data, all while maintaining a comprehensive view of your clients' financial journey.
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Automation Cloud

Integrate anything. Automate everything.

The Automation Cloud leverages Salesforce Flows and Hivrs to create automated workflows that reduce manual tasks and improve operational efficiency.

With customisable automation, you can streamline processes across your business, from client onboarding to follow-ups, allowing you to focus on what truly matters – building lasting relationships with your clients.

Integrations with your existing systems ensure a cohesive experience and eliminate redundant work.


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Interactive Presentations at your fingertips.

Presentation Cloud offers an interactive platform to elevate your client meetings. Create dynamic presentations and deliver them seamlessly, whether in-person or virtually.

With Presentation Cloud, you can share real-time data, financial insights, and personalised recommendations, ensuring your meetings are informative, engaging, and impactful.

Foster client trust and improve decision-making with a professional and polished presentation environment.

Presentation Cloud

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AI Cloud

Automate file notes, email responses and more.

AI Cloud leverages cutting-edge artificial intelligence to help you manage and automate meeting notes, phone call summaries, email responses, and more.

By transcribing, summarising, and generating responses automatically, it ensures that no detail is missed and frees up valuable time for more strategic tasks.

Enhance your productivity and maintain accurate records effortlessly, all while improving client service through faster, more responsive communication.
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Modelling Cloud

Client Engagement Simplified.

Modelling Cloud is your go-to financial projection tool, enabling you to create accurate forecasts and plan for your clients' financial future.

With advanced modeling capabilities, you can simulate various scenarios, assess the impact of different strategies, and make data-driven decisions.

Tailor your models to meet each client’s unique needs, ensuring personalised recommendations that align with their long-term financial goals.
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Revenue Cloud

Automate your Ongoing Fee Arrangements (OFA)

Revenue Cloud is designed to help you efficiently manage and optimise revenue generation, as well as facilitate your Ongoing Fee Arrangements (OFA).

It simplifies tracking, forecasting, and managing revenue streams, giving you a clear, transparent view of your financial performance.

Ensure compliance and streamline your OFA preparation process, helping you stay ahead of regulatory requirements and make informed decisions.
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File Cloud

Simple, Secure Document Management

File Cloud offers a secure and user-friendly document management system that ensures your files are organised, accessible, and protected.

With seamless integration with Salesforce, you can store, retrieve, and share important documents effortlessly. Whether it’s client agreements, financial plans, or compliance-related paperwork, File Cloud keeps your documents secure and easily accessible when you need them most.
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Compliance Cloud

Simplified Governance, Risk and Compliance

Compliance Cloud simplifies the complexities of regulatory compliance and AFSL (Australian Financial Services License) requirements.

Keep track of your obligations, streamline reporting, and ensure adherence to industry standards.

With automated alerts, task management, and compliance dashboards, you can manage and document your compliance processes with ease, reducing the risk of errors and ensuring you're always audit-ready.
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Insights Cloud

Real-time Insights, Empowering Decisions

Insights Cloud offers a powerful data rollup solution that allows you to compare your financial data against industry averages and best practice.

By aggregating and analysing data from a variety of sources, it provides meaningful insights to help you understand where you stand relative to the industry.

Make better strategic decisions, identify areas for improvement, and demonstrate your value to clients with comprehensive insight reports.

Client Portal

The Client Portal, built on Salesforce Digital Experience, offers a secure, user-friendly platform for clients to access their financial information anytime, anywhere.

From viewing account summaries to reviewing financial plans and communicating with their adviser, clients can easily engage with their financial journey.

Enhance the client experience with personalised content, seamless interactions, and transparent access to all necessary documents, all within a secure, branded environment.