Software feature
Practice and team
Run the business side of the practice alongside the advice — who does the work, what it costs, and what has been paid.
How practice and team works in Souffle
The team
Team members carry a name and preferred name, title, gender and email address, an email signature, and a privilege that separates account owner, financial adviser, paraplanner, research manager, admin assistant and admin. Each member holds a current hourly rate and a default cost rate, an account code, and can be archived when they leave.
Your practice profile
The organisation record holds your company name, AFSL name and licence name, address, contact number and email address, website and social links, and your logo — which carries through to the client-facing app.
Insights
A time report covers both tasks and workflows, and payment history is available at practice and client level, so effort and revenue can be read against the same period.
Payments and subscriptions
Payments and payment history sit in the platform, with subscriptions and promo codes managed through the administration portal.
In this area
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
Related
Where this connects
These areas share the same records, so work in one shows up in the others.
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.