Software feature
Client management
A Souffle client record goes well beyond contact details. It holds the people, the money, the structures, the paperwork and the advice relationship, so the whole practice works from the same picture.
How client management works in Souffle
The people on the record
Title, name and preferred name, gender, date of birth and marital status, alongside home, mobile, business and work numbers and a preferred method of contact. Partner details and family members sit on the same record, with addresses, employment status and type, occupation status and residential status.
The advice relationship
Each client carries the initial advice date and type of advice, review frequency, the next review, a history of previous reviews, and the date the last SoA or RoA was provided. Adviser service fees are recorded as a flat amount or a percentage of assets, alongside services promised versus services delivered, and legacy fee disclosure statement and opt-in date fields.
Identification and verification
Identification records hold document type, number and issuer, place of issue, issue and expiry dates, the verification method used and whether the member is verified. Tax identification number, US residency status and accredited English translations are captured where relevant, with attachments against the record.
Notes, files and history
File notes, comments and client documents attach to the client, alongside a client file store, questionnaire history with both adviser and client comments, linked entities, and payment history. Adviser strength scoring tracks which advice areas have been covered — cashflow, superannuation, investment, protection, retirement planning, debt strategies and estate planning — and whether a referral has come from the client.
Getting clients in
Create clients individually as an individual record, or import them in bulk from CSV. Clients can be invited to their own portal from the client record.
In this area
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
Related
Where this connects
These areas share the same records, so work in one shows up in the others.
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See Souffle with your own practice in mind
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