Online fact find
Saved progress.
Super fact find tools & consolidation forms
Superannuation advisers: fact finds and forms done online. Less paperwork for clients.
Fact finds on paper, consolidation forms filled in by hand and reviews forgotten. We build online fact finds and forms for super advisers.
Looking for superannuation fact find software?
Super advice involves detailed information and forms. We build fact finds and forms clients complete online, with secure uploads.
Wollopit builds calculators, client portals, application flows and websites for superannuation advisers around how your business actually works. We connect the systems you already use, replace the ones holding you back and look after the lot on our own servers, so your clients get answers faster and your team spends less time 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 superannuation advisers we talk to are drowning in document chasing, re-keyed forms and clients asking for updates by phone.
- The problemPaper fact findsIncomplete.How we fix itOnline fact finds.
- The problemConsolidation formsFilled by hand.How we fix itPrefilled forms.
- The problemStatementsEmailed.How we fix itSecure uploads.
- The problemReviewsMissed.How we fix itReview reminders.
- The problemAppointmentsPhone tag.How we fix itOnline booking.
- The problemEducationClients confused.How we fix itPlain-English guides.
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.
Form preparation
Prefilled where possible.
Secure uploads
Statements collected.
Review reminders
Annual reviews.
Online booking
Appointments.
Client guides
Plain English.
03How it changes
Before and after
A new client, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Paper fact find
- Forms by hand
- Statements emailed
- Review forgotten
After
- Fact find online
- Forms prefilled
- Uploads secure
- Review reminded
04Services
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, form preparation 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
Secure uploads and review reminders: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 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.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Calendly
- Stripe
- Zoom
06How 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 spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
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, restricted access and Australian-managed servers.
How much does it cost?
It depends on what you need, so we quote up front once we understand your superannuation advice practice. No surprise invoices, no lock-in and you own what we build.
Can it connect to our CRM and aggregator tools?
Usually, yes. We connect to the systems you rely on and fill in what they can't do. If something should go we'll explain why before anything changes.
Is client data kept secure?
Yes. Encrypted connections, restricted access and Australian-managed servers, following the Australian Privacy Principles. We only collect what's actually needed.
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.