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 and a practice owner each see the part of the platform that belongs to them — whether the practice is a large licensee or a self-licensed team of two.
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, or the kind of practice you run. What your clients see has its own page: the client portal.
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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.