Built for Australian financial advisers
Bring client information and advice workflows together
Organise client records, collect financial information, coordinate your team and prepare for ongoing reviews. Built for Australian advice practices and the clients they serve.
AFSL and licensing
Held on your practice profile
Every entity type
SMSF, trust, company, partnership
Designed for the Australian market
Built around Australian advice, not translated into it
The regulatory artefacts, entity structures and economic assumptions Australian advisers work with are part of the data model — not a field you have to repurpose.
AFSL and licence details
Your organisation profile stores AFSL name and licence name, and carries through to the client-facing app.
SMSF as a first-class entity
Dedicated SMSF records with corporate trustee, contributions, assets, liabilities, income and expenses dashboards.
Superannuation modelling
Superannuation projections driven by AWOTE, CPI, contribution percentage and retirement age settings.
Franking and asset allocation
Investor profiles capture franking rate, income and growth rates, and growth versus defensive asset splits.
Australian tax tables
Tax settings hold tax year, tax type, tax data and Medicare levy rates for income tax calculations.
Review and service records
Keep review dates, services promised and delivered, and SoA and RoA history with the client relationship.
Problems we solve
The admin that quietly eats an adviser's week
Most practices lose time to the same handful of gaps. Each one below maps to something Souffle already does.
Client information scattered across systems
Fact find data, identification documents, file notes, insurance policies and financial positions live in separate spreadsheets and folders.
In Souffle
One client record holds personal and partner details, family members, addresses, employment, goals, financial position, protection policies, identification and file notes.
Leads going cold before the first meeting
New enquiries arrive by email and phone, and nobody is sure what has been collected or who is following up.
In Souffle
A lead pipeline with status, source and estimated value, plus a branded onboarding form that collects the fact find before the meeting and shows a completion percentage.
Rework preparing for client meetings
Advisers rebuild the same asset, income, liability, expense and goals picture by hand ahead of every review.
In Souffle
Review financial position dashboards and reports for assets, income, expenses, liabilities, goals and protection as part of meeting preparation.
Ongoing service obligations tracked manually
Review dates, agreed services and follow-up work can become scattered across diaries and spreadsheets.
In Souffle
The advice relationship record holds review frequency, next review, last SoA or RoA provided, services promised versus delivered, adviser service fees, legacy fee date fields.
Work not visible across the team
Paraplanners, admin assistants and advisers lose track of who is doing what and when it is due.
In Souffle
Tasks with assignees, priorities, due dates, reminders, recurrence and subtasks, plus kanban workflow boards and task status tracking.
Clients chasing you for documents
Statements, questionnaires and forms go back and forth over email with no record of what has been sent.
In Souffle
A branded client portal where clients see their financial information, documents and files, complete questionnaires and contact their adviser.
Everyday advice work
Put the features to work for your practice
Explore the steps behind a prepared meeting, a clear team handoff and an organised client review.
Main software features
Ten capability areas, one platform
Explore client records, financial information and the tools that support your team's work. Open each area for the detail.
Software preview
See the platform
Souffle is organised around the way an advice practice moves through its day — clients and leads first, then the work, then the numbers.
Client dashboard
Assets, income, expenses, liabilities, goals and protection for a client, each with its own dashboard and printable report.
Workflow board
Kanban lists and cards with checklists, members and archiving, driven from reusable workflow templates.
Modelling projections
Basic investment and superannuation projections generated from your practice-level economic and superannuation assumptions.
Client portal
Your branded portal where clients view financial information, documents and files, complete questionnaires and contact their adviser.
Client financial dashboard
Clients
Leads
Appointments
Tasks
Modelling
Assets
$1.84m
Liabilities
$612k
Gross income
$248k
Expenses
$132k
Superannuation projection
Platform at a glance
What is actually in the box
Rather than quote numbers we cannot show you, here is what the platform is made of today.
10
Capability areas
From client records to practice reporting
5
Entity types
Individual, company, trust, partnership, SMSF
15
Calculators
Plus a general calculation tool
4
Portals
Adviser, client, administration, onboarding
Get started
See Souffle with your own practice in mind
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.