Online fact find
Saves progress, works on a phone, handles couples and SMSFs and only asks what's relevant.
Super adviser software: fact finds & consolidation forms
Superannuation advisers: fact finds and forms done online. More advice, less chasing.
Fact finds come back half done. Consolidation forms get filled in by hand and fund statements trickle in over six weeks of emails. We build online fact finds, prefilled rollover forms, consent trackers and secure client portals for super advisers that plug into your advice software. Then we host them and look after them.
Looking for superannuation fact find software that does the chasing for you?
Super advice runs on detail. Balances across three funds, insurance inside each one, contribution history, nominations and a partner who has never logged in to myGov. Most practices still collect it with a 20-page PDF, a stack of third party authorities and an inbox full of statements nobody has saved to the right file. Then someone retypes the lot into Xplan.
Wollopit builds custom software for super advice practices around how you actually work. Clients complete the fact find online at their own pace. Authorities and rollover forms come out prefilled and ready to sign. Fee consents and nominations remind you before they lapse. We connect to the advice software you already use and look after it all on Australian-managed servers, so you spend your time advising instead of chasing paperwork.
01The problems
What we hear from superannuation advisers
Does your superannuation advice practice have these problems? Here's how we'd fix them.
Most super practices we talk to give great advice and run the admin on PDFs, email and a paraplanner's memory. It works until review season hits.
- The problemFact finds come back half doneA 20-page PDF goes out, comes back three weeks later with the insurance and contributions pages blank.How we fix itAn online fact find that saves progress, skips sections that don't apply and shows clients exactly what's still missing.
- The problemChasing fund statements for weeksThird party authorities get printed, signed, scanned and posted to each fund. Then you wait and follow up by phone.How we fix itAuthorities signed online and sent to every fund, with a request tracker per fund and automatic follow-up reminders.
- The problemConsolidation forms filled by handMember numbers, USIs and TFNs copied off statements onto rollover forms. One typo and the fund bounces it.How we fix itRollover and consolidation forms prefilled from the fact find, signed electronically and tracked until the money lands.
- The problemInsurance lost in a rolloverA client consolidates into one fund and quietly loses the death and TPD cover they had in the old one.How we fix itAn insurance check that lists the cover in every fund and flags it before any rollover form can go out.
- The problemFee consents sneak up on youAnnual ongoing fee consents tracked in a spreadsheet. Miss one and the fees have to stop.How we fix itA consent tracker with anniversary dates, reminders, e-signed renewals and alerts well before anything lapses.
- The problemNominations quietly lapseBinding death benefit nominations expire after three years and nobody notices until it really matters.How we fix itA nomination register across every client and fund with expiry alerts and renewal forms ready to sign.
- The problemAnnual reviews slipReviews get booked when someone remembers. Half the client book hasn't been seen in 18 months.How we fix itReview scheduling that books itself, sends a quick update form first and shows who's overdue at a glance.
- The problemRetyping everything into XplanThe fact find arrives as a PDF and the paraplanner spends a morning keying it into the advice software.How we fix itFact find answers pushed into Xplan, AdviserLogic or Midwinter so the SOA starts with the data already there.
- The problemTFNs sitting in email inboxesClients email statements, payslips and tax returns. Sensitive documents end up in everyone's inbox.How we fix itA secure client portal for uploads and signed documents, stored against the client file instead of in email.
- The problemPhone tag for appointmentsThree calls and two voicemails to lock in one meeting. Then the Zoom link gets lost.How we fix itOnline booking for first meetings and reviews with video links and reminders sent automatically.
- The problemClients confused by caps and rulesConcessional caps, carry forward and downsizer questions take up half of every meeting.How we fix itPlain-English guides and simple calculators clients can read before they arrive, all in your branding.
02What we build
Solutions
What we build for superannuation advisers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Third party authorities & fund requests
Authorities signed online, sent to each fund and tracked with follow-ups until the statements arrive.
Rollover & consolidation forms
Forms prefilled from the fact find with member numbers and USIs, e-signed and tracked to completion.
Insurance in super check
Cover in every fund side by side, with a hold on any rollover until the insurance has been checked.
Fee consent tracker
Anniversary dates, consent forms, fee disclosure records and reminders well before the deadline.
Nomination register
Binding and non-lapsing nominations per fund, expiry alerts and renewal forms ready to sign.
Review scheduler
Annual reviews booked on time, a pre-review update form and a list of who's overdue.
Secure client portal
Uploads, signed documents, advice documents and messages in one place clients log in to.
Online booking
First meetings and reviews booked online with Zoom or Teams links and SMS reminders.
Advice software connection
Fact find data sent straight into Xplan, AdviserLogic or Midwinter so nobody retypes it.
Client guides & calculators
Plain-English explainers on caps, consolidation and insurance with simple general calculators.
Referral partner portal
Accountants and brokers refer clients online and see where each referral is up to.
Compliance file & audit trail
Every form, consent and signed document logged with dates so your file notes stand up.
A website that books meetings
Hand-built, quick on mobile, with booking and fact find links, built to rank for super advice in your area.
03The systems
The big ones
Your whole practice, on one system.
These are the systems super advisers ask us about most. Each one works on its own and they get properly useful when they're joined up.
Online fact finds
Fact finds clients actually finish.
Clients fill it in on their phone or laptop over a few evenings, with progress saved as they go. Questions adapt to their situation. The answers land in your advice software instead of a PDF someone has to retype.
- Saves progress as they go
- Works on any phone
- Couples with separate sections
- Skips sections that don't apply
- SMSF and retirement sections
- Upload statements as they answer
- Missing items list for the client
- Reminders when they stall
- Answers pushed into Xplan or AdviserLogic
- Your branding and wording
Consolidation & rollovers
Rollover forms that fill themselves in.
Fund details come from the fact find and the statements, so authorities and rollover forms come out prefilled and ready to sign. Insurance is checked before anything moves. Every request is tracked until the money lands.
- Third party authorities signed online
- Request tracker per fund
- Automatic follow-ups to funds
- Prefilled rollover forms
- Member numbers and USIs checked
- E-signing with DocuSign
- Insurance check before lodging
- Status for every rollover
- Client sees progress in the portal
- Completed rollovers logged to the file
Reviews & compliance
Consents, nominations and reviews that never lapse.
Every fee consent anniversary, nomination expiry and annual review sits on one calendar. Reminders go out early. Signed renewals land against the client file with a clean audit trail.
- Fee consent anniversaries
- E-signed consent renewals
- Fee disclosure records
- Nomination expiry alerts
- Renewal forms prefilled
- Review scheduling
- Pre-review update form
- Overdue client list
- Audit trail for every document
- Adviser and paraplanner views
Client portal
Documents in, signed and filed. No email attachments.
Clients log in to upload statements, sign forms and read their advice documents. Sensitive details stay off email. Your team sees everything against the right client without saving attachments by hand.
- Secure document uploads
- Signed forms in one place
- Advice documents to read and sign
- Messages with your team
- Online booking for meetings
- Plain-English guides
- Progress on rollovers
- Two-step login
- Australian-managed hosting
- Access logs for your file
04How it changes
Before and after
A new client, wolloped.
Here's how onboarding a new super client could change. Every practice is different, so we map yours first.
Before
- Three calls to book a first meeting
- Post out a 20-page PDF fact find
- Print authorities for every fund and wait
- Statements arrive by email over six weeks
- Retype everything into the advice software
- Fill in rollover forms by hand
After
- Client books online with a Zoom link
- Fact find done on their phone with progress saved
- Authorities signed online and sent to every fund
- Statements uploaded to the portal and followed up automatically
- Answers land in your advice software
- Rollover forms come out prefilled and ready to sign
05Services
Everything under one roof
Software, websites and systems for superannuation advisers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for superannuation advisers
Built around how your superannuation advice practice actually runs: online fact find, third party authorities & fund requests and the admin in between, in one system you own.
Websites for superannuation advisers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Superannuation advice practice system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for superannuation advisers
Rollover & consolidation forms and insurance in super check: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xplan, AdviserLogic and Midwinter so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your superannuation advice practice, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the advice software and platforms you rely on, work alongside the ones you're happy with and replace the ones holding you back.
- Xplan
- AdviserLogic
- Midwinter
- Practifi
- Class
- BGL Simple Fund 360
- Netwealth
- HUB24
- myprosperity
- Microsoft 365
- Google Workspace
- DocuSign
- Calendly
- Zoom
- Microsoft Teams
- HubSpot
- Salesforce
- Xero
- MYOB
- Stripe
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your superannuation advice practice: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with your advisers and paraplanners, follow a client from first call to rollover and work out where the time actually goes.
- 02
Archi-tech
We plan it before writing code: your fact find, forms, consents, reviews, advice software, security, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the fact find or rollover forms first, so you get a win before review season.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
08Questions
FAQ
Things superannuation advisers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Is client data kept secure?
Yes. Encrypted connections, two-step logins, restricted access by role and Australian-managed servers. TFNs and statements stay in the portal instead of sitting in email.
Can the fact find send data into Xplan or AdviserLogic?
Yes. We connect to the advice software you use so fact find answers flow into the client file. Nobody has to retype it before the SOA.
Do we have to switch our advice software?
No. If Xplan, AdviserLogic or Midwinter is doing its job we build around it. If something is holding you back we'll show you what replacing it would involve before anything changes.
Can rollover and consolidation forms be prefilled?
Yes. Fund details from the fact find and statements fill in the forms for the client to check and sign electronically. Each one is tracked until the rollover completes.
Can it keep track of fee consents and nominations?
Yes. Consent anniversaries and nomination expiry dates sit on one calendar with reminders to your team and the client well before anything lapses.
Will clients actually use it?
It works on a phone, saves their progress and only asks what's relevant. That's usually the difference between a fact find that comes back and one that doesn't.
How much does it cost?
It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.
How long does it take?
A fact find or booking setup can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most superannuation advisers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a superannuation advice practice problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.