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Package
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Add-Ons
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Workspace
4
Quote
Choose your package
All prices per adviser per month (AUD).
Monthly billing  ·  Switch to annual and save 15%

Each seat is billed at the package rate. A paraplanner supporting two advisers counts as two seats.

How add-on pricing works: Each module has a different add-on price depending on your base package. The more comprehensive your package, the lower the add-on cost.

Add modules
Consultations
Forms
Fact Find
AI & Practice
Your workspace
Set up your team, add-ons and billing preference.
1
adviser seats  · 
Your custom quote
Everything configured, fully itemised. Go back and adjust anytime.
Monthly total
$0
Annual total
$0
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All prices AUD · Per adviser seat · Operational within 1 week · No lock-in contracts

Dealer Groups & Networks

Custom network pricing available.

Bulk adviser licences at preferential rates, a dedicated network platform, and white-label capabilities.

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✓ 10% dealer group discount applied
Estimated monthly

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