Everyday advice work

From the first enquiry to the next review

See how client information, records and team tasks fit into the work your practice does every day.

01 / Client onboarding

Organise enquiries, collect pre-meeting information and coordinate follow-up work in your advice practice.

02 / Annual client reviews

Prepare for client reviews with financial positions, advice history, documents and team tasks organised in Souffle.

03 / Advice team workflows

Coordinate adviser, paraplanner and administrator handoffs with tasks, due dates and workflow boards.

04 / Complex client structures

Manage individual clients alongside SMSF, trust, company and partnership records and their financial positions.

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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.