How it works

The Integrated difference.

Our fully customisable investment platform offers real integration between CRM, Investment Platforms and SMSF programs, a complete view of wealth management positions and allows you to scale rapidly to focus on your individual client’s needs to name a few.

Practice Management Tools

Client management made easy

We offer fully customisable CRM systems that give you the freedom to automate operations and build stronger client relationships.

Client Management

  • Fact Find and Risk Profiling Tool
  • Goals and Advice Sought
  • Client information including: Insurance and Health Cover, Estate Planning, Client financial information (ie Assets and Liabilities, Income and Expenditure) 
  • Task Management including emails, phone calls, meetings and file notes
  • Automated Workflows
  • Cloud-Hosted Document/File Storage and Sharing Technology

Task Management

  • Opportunity Tracking
  • Portfolio Integrations


  • Opportunity Tracking
  • File Storage
  • Automated Workflows

Activity Streams

  • Automated Workflows
  • Emails, Newsletters and Marketing Automation Technology

Regulatory Compliance and Scaled Advice

  • Advice documentation preparation (ROA/SOA) 
  • Fee Disclosure Statements
  • Opt-In Agreements
  • MDA/SMA Reviews
  • Sophisticated/Wholesale Investor Certificate tracking

Business Snapshot

  • FUM Growth and Fee Revenue
  • Workflow and SLA tracking
  • Compliance dashboard
  • Enterprise view or Adviser level granularity