How it works
From sign-up to signed advice.
Up and running in days, not months. Five phases take your firm from a fresh account to advice documents going out the door, all in one app.
Built and vetted by practising Australian advisers, so the numbers hold up in front of a client and on the file.
Watch the whole job, in 60 seconds of scroll
Chapter one
Set your brand.
Type the firm's name, pick the palette, drop the logo. Everything the app produces from here on is theirs, not ours.
- Set your brand
- Model the scenario
- Present to the client
- Draft the advice
- Issue to the portal & sign
- 1
Onboard
Get your firm set up
Create your firm, add a seat for each adviser, and bring your existing client list across. No long implementation project.
- Firm account and adviser seats
- Client data imported and tidied
- A guided first session with your team
- 2
Brand
Make every output yours
Load your logo, colours and fonts once. From the screen you present to the documents you draft, everything carries your firm's identity.
- Brand profile applied across the app
- SOA and ROA templates matched to your licensee
- No brand kit yet? Build one in the app in minutes, free
- 3
Model
Build the scenario
Run the numbers across 25+ tools, loans, tax, super, retirement and more. Every assumption is on the screen and editable, every rate from a single Australian config.
- 25+ modelling tools, vetted by practising advisers
- Reusable client profiles, built once
- Multi-scenario and sensitivity to stress the plan
- 4
Present
Walk the client through it
Turn the screen around. A clean, branded view your client can follow, with every figure tracing straight back to the assumptions you set.
- Client-ready on-screen view
- Branded PDF and Excel exports
- The workings as live formulas you can defend
- 5
Draft & approve
Generate the advice document
Vera turns the modelled scenario into a draft ROA or SOA in your brand and your voice. She assembles it; you review, adjust and sign off as the author.
- ROA and SOA drafted from the same scenario
- Assumptions and the advice warning handled
- You remain the author and approver, always
On the Enterprise plan, it doesn’t stop there. Our internal development team keeps building custom tools and templates around the strategies your firm runs.
Built for the way advice is regulated
Less admin, more advice
We built this to give time back. Modelling, drafting and document generation happen in one place, so the hours that used to disappear into paperwork go back to your clients.
Transparent, always
Per adviser, billed monthly, no lock-in. The price you see is what you pay. Your scenarios, branding and exported documents are yours whether you stay or go.
Tools that fit your advice
Every calculator and template is configurable to your process, not the other way around. Pro Max and Enterprise include custom tools built to your strategies and licensee requirements.
You stay the adviser
The app handles the modelling and drafting; you stay the author and approver of every document. Your judgment, your client relationship, your signature.
See the whole workflow on your numbers.
Book a walkthrough and we’ll take a real scenario from model to drafted advice with you, end to end.