Bloody good software.
For Australian businesses whose tools don't quite fit how they work. Client portals, internal tools and AI workflows, built in weeks and looked after once they're live.
Two subscriptions out. One portal in.
Wealth Advisory Portal
A single-tenant adviser-and-client portal for an Australian financial advisory firm. It replaced two paid SaaS products outright, one for collecting client information, one for electronic signatures, and bolted AI document-extraction onto their existing CRM so the firm stops re-typing data they already have.
The pitch in plain English: a client gets a text-message-protected link, sees their information already filled in, confirms or corrects it, and signs the result. The adviser runs the review meeting against the same data. The signed bundle lands in the firm's filing system with a full audit trail.
- 2SaaS subscriptions replaced
- 24 daysFrom first commit to launch
- 30 daysTo first paying-client use
- Built forAustralian financial advisory firm (AFSL)
- Replacesmyprosperity & FuseSign
- AugmentsExisting practice-management CRM
- StatusLive, ongoing retainer
Run a financial advice firm? See the adviser portal page.
What we build, and what we don't leave behind.
Small steps, each one agreed.
Discovery
A short paid sprint. We map the workflow, review the systems involved, find the highest-leverage target, and test the riskiest assumption before anyone commits to a full build.
Scope
Discovery becomes a written plan: what we are building, what is out of scope, the delivery stages, acceptance criteria, and timeline. You review it before the build starts.
Build
We build in visible stages with regular demos and async updates. Code lives in your repository from day one, with deployment and operating notes documented as we go.
Care or handoff
You get the code, the deployment process, the docs, and 30 days of support. After that, keep us on the care retainer to run and improve it, the way our current portal client does, or take it over yourself: everything you need is already in your repository.
Got a workflow held together by spreadsheets and goodwill?
Send through the workflow, the systems involved, and what currently breaks. We'll tell you quickly whether it's a readiness session, a discovery sprint, a build, or not a fit.