Solutions by role

Built for every seat in the practice

Souffle ships four separate front ends and role-based privileges, so an adviser, a paraplanner, a practice owner and a client each see the part of the platform that belongs to them.

Five views of the same practice

Team member records carry a privilege level, and the platform ships four separate front ends. Pick the seat you sit in.

Financial adviser

For financial advisers

The adviser portal: the client in front of you, the numbers behind them, and the obligations that follow.

Explore

Paraplanner

For paraplanners and support staff

The work queue, the process behind it, and the documents that come out the other end.

Explore

Account owner

For practice owners

Who is doing the work, what it costs, what has been paid, and whose brand the client sees.

Explore

SMSF specialist

For SMSF advisers

Self managed super funds as their own entity, not a note on an individual's record.

Explore

Your clients

For your clients

A portal in your name, where clients can see their position and add to it themselves.

Explore

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.

Book a demo See all features