Main software features
Everything Souffle does
Ten capability areas spanning the adviser portal, the client portal and the practice administration tools.
All capability areas
Client management
A complete client record, from first contact through to ongoing advice reviews.
Client list and per-client dashboard
Personal, partner and family member details
Employment, occupation and residential status
Advice relationship, reviews and service fees
File notes, comments and client documents
Identification records with verification status
Linked entities and adviser strength scoring
Bulk client import from CSV
Financial position and fact find
Assets, income, expenses, liabilities, goals and protection, each with its own dashboard and report.
Assets dashboard and report
Income dashboard and report
Expenses dashboard, simple view and report
Liabilities dashboard and report
Goals and objectives with progress tracking
Protection policies dashboard and report
Consolidated financial dashboard per client
Total asset value under adviser
Entities and structures
Advise on more than individuals — each structure has its own record and financial position.
SMSF with corporate trustee and contributions
Trust with corporate trustee dashboard
Company records with directors
Partnership records and dashboard
Individual clients and couples
SMSF investments and expenses
Per-entity financial position tracking
CSV import for each entity type
Lead management
Track enquiries from first contact to proposal, and collect the fact find before you meet.
Lead list and lead dashboard
Untouched contact, contact made, proposal presented
Lead source and estimated value
Branded onboarding web form
Pre-meeting completion percentage
Lead-level assets, income, liabilities and expenses
Lead goals, objectives and protection
Bulk lead import from CSV
Appointments and meetings
Book meetings, share them with clients, and let clients confirm without logging in.
Create and update appointments
Meeting type, location and duration
Client accepts or declines by secure link
Appointment status tracking
Filter and search appointments
In-platform video calls
Pre-meeting data collection configuration
Client contact details on the booking
Tasks and workflow
Assign work across the practice and see it through on kanban boards.
Tasks with assignees and priorities
Open, in progress and completed statuses
Due dates, reminders and recurrence
Subtasks and time logged
Tasks clients or partners must complete
Kanban boards, lists, cards and checklists
Reusable workflow templates
Task notification preferences
Modelling and projections
Model outcomes with assumptions your practice controls.
Basic investment modelling with projections
Superannuation modelling with projections
Insurance modelling settings
Investor profiles and risk profiles
Growth and defensive asset allocation
Economic variables: CPI and interest rate
Superannuation settings: AWOTE, CPI, retirement age
Franking, income and growth rate assumptions
Documents and templates
Build the documents your practice sends, once, and reuse them.
Digital document builder with content blocks
Document categories and template tags
Word and PDF document templates
Email templates and bulk email
Questionnaire templates and tags
Questionnaires with adviser and client comments
File manager and client file store
Digital signature capture
Calculators and market data
Fifteen dedicated calculators plus live market data, without leaving the platform.
Stamp duty and land tax calculators
Income tax calculator
Debt recycling calculator
SMSF property purchase calculator
Mortgage, extra repayment and car loan calculators
Compound interest, present value, annualised return
ASX companies and real-time indices
Cryptocurrency and exchange rates
Practice and team
Run the business side of the practice alongside the advice.
Team members with role-based privileges
Adviser, paraplanner, research manager, admin
Hourly and cost rates per team member
Time report across tasks and workflows
Payment history and insights
Organisation profile with AFSL and licence
Email signatures per team member
Subscriptions and promo codes
Explore the client portal
A portal for your clients
Give clients a dedicated place for financial information, questionnaires, shared documents and contact with their adviser.
Financial information and entry forms
Questionnaires and shared documents
Practice branding and adviser contact
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.