Client portfolio dashboard
Holdings, performance and asset allocation pulled from your platforms, with past reports archived by quarter.
Wealth manager client portals, reports & review packs
Wealth managers: one place for every client report. Advise more, assemble less.
Quarterly reports go out as password-protected PDFs, review packs get pasted together in Word and the family's documents are spread over three inboxes and a shared drive. We build client portals, review pack generators and back-office systems for wealth managers that pull from the platforms you already use. Then we host them and look after them.
Looking for a wealth management client portal that does more than store PDFs?
A wealth management firm runs on trust and paperwork in roughly equal measure. Client money sits across Netwealth, HUB24, an SMSF and a property or two. Advice lives in Xplan. Reports get exported, reformatted and emailed. Meetings get booked over six emails. Every annual fee renewal turns into a chase. High-value clients expect a polished experience and most of what they see is an attachment.
Wollopit builds custom software for wealth managers around how your practice actually runs. Clients log in to see the whole household on one page, book their own review and find every statement in a vault sorted by entity. Para-planners get review packs that build themselves from platform data. Advisers see who's due for a review, who hasn't signed their renewal and what was promised in the last meeting. We connect the tools you already rely on and host the lot securely in Australia.
01The problems
What we hear from wealth managers
Does your wealth management firm have these problems? Here's how we'd fix them.
Most practices we talk to give brilliant advice and deliver it through email attachments, Word templates and a lot of copy and paste. It holds together until review season.
- The problemReports go out as PDFsQuarterly reports get emailed as password-protected PDFs. Clients lose the password and ring to ask how they're tracking.How we fix itA live portfolio dashboard pulled from your platforms, with every past quarter's report archived in the portal.
- The problemReview packs built by handPara-planners spend days copying balances and performance from platform reports into a Word template before every review.How we fix itReview packs generated from platform data and your own template, ready for the adviser to check and add commentary.
- The problemNobody sees the whole householdOne family has money on two platforms, an SMSF, a family trust and an investment property. Nobody has it all on one page.How we fix itA consolidated household view across platforms, entities and manual assets like property, with a clear net position.
- The problemDocuments everywhereSOAs, ROAs, FSGs, tax statements and trust deeds are split between Xplan, a shared drive and old email threads.How we fix itA document vault sorted by family and entity, with every new report and statement filed automatically.
- The problemBooking a review takes six emailsFinding a time that suits both partners, the adviser and sometimes the accountant drags on for a fortnight.How we fix itClients book their own review from the adviser's real availability, with Zoom or Teams links and reminders sent for you.
- The problemFee renewals are a chaseAnnual ongoing fee renewals and consents go out by email. Then someone tracks the replies on a spreadsheet as the deadline creeps closer.How we fix itA renewal tracker with e-signing, automatic reminders and a status board so nothing slips past its due date.
- The problemSensitive info by emailClients email bank details, TFNs and ID scans as attachments because there's no better way to send them.How we fix itSecure messaging and uploads in the portal, so personal details never sit in an inbox.
- The problemFamily access is messyAdult kids, a spouse, the accountant and a power of attorney all need different access. Usually it's all or nothing.How we fix itAccess controls per person and per entity. The accountant sees tax statements and the kids see only what you allow.
- The problemOnboarding on paperFact finds printed, filled in by hand, scanned back and retyped. ID copies arrive in five separate emails.How we fix itAn online fact find, risk profile and ID upload, with the answers ready to bring into your advice software.
- The problemMeeting actions get forgottenThe review ends with a list of to-dos. Three months later nobody's sure who was meant to send the super form.How we fix itMeeting notes and action lists tracked against the client, with both sides able to see what's still outstanding.
- The problemTax time chaosEvery July the accountants start ringing for tax reports and realised gains for each entity.How we fix itAn accountant login where tax statements for each entity appear as soon as they're issued.
02What we build
Solutions
What we build for wealth managers. 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.
Household consolidation
Every platform, SMSF, trust, company and manual asset for a family rolled up into one clear view.
Review pack generator
Platform data dropped into your branded template, ready for adviser commentary and sign-off.
Document vault
SOAs, ROAs, FSGs, tax statements and deeds filed by family and entity, searchable in seconds.
Review booking
Clients book from real adviser availability, with video links, reminders and pre-meeting questions.
Secure messaging & uploads
Encrypted messages and file uploads so bank details and ID never travel by email.
Fee renewal & consent tracker
Annual renewals and consents sent for e-signing, chased automatically and tracked on one board.
Online onboarding
Fact finds, risk profile questionnaires and ID uploads completed online and saved to the client file.
Family & accountant access
Logins for partners, adult kids, accountants and attorneys, each seeing only what you allow.
Meeting notes & action lists
Notes, decisions and to-dos from every review, tracked until they're done.
Adviser & practice dashboard
Who's due for review, outstanding renewals, open actions and client activity across the practice.
Client updates & newsletters
Market commentary and practice news sent to the right segments and posted to the portal.
A website that builds trust
Hand-built, fast on mobile, with your FSG, team profiles and a clear path to booking a first meeting.
03The systems
The big ones
Your whole practice, in one portal.
These are the systems wealth managers ask us about most. Each one works on its own. They get properly useful when they're joined up.
Client dashboards
The whole family's wealth on one page.
Clients log in and see every platform, entity and asset rolled up into one household view. Data comes in from your platform providers where they offer feeds or exports. Property and other manual assets sit alongside so the picture is complete.
- Household view across all entities
- Platform data from feeds or exports
- Holdings, performance and allocation
- Manual assets like property and cash
- Quarterly reports archived in the portal
- Your branding and colours
- Works on phone, tablet and desktop
- Per-entity drill-down
- Plain English summaries you control
- Login activity so you know who's looking
Review packs & meetings
Review packs that build themselves.
Platform data flows into your own branded template so the para-planner checks numbers instead of typing them. Clients book their review from real availability. Notes and actions from the meeting get tracked until they're done.
- Branded review pack templates
- Performance and allocation charts
- Adviser commentary sections
- Sign-off before release to the client
- Self-booked reviews from real calendars
- Zoom or Teams links added automatically
- Pre-meeting questions for the client
- Reminders by email and SMS
- Meeting notes and action lists
- Review due dates by client
Document vault & secure messaging
Every statement filed. Nothing sensitive in email.
SOAs, ROAs, tax statements and deeds are filed by family and entity the moment they're issued. Clients send ID, bank details and questions through secure messages and uploads. Your inbox stops holding things it shouldn't.
- Folders by family and entity
- New reports filed automatically
- Search across every document
- Encrypted messages and uploads
- Read receipts on important documents
- Document requests with due dates
- Version history and audit trail
- Hosted securely in Australia
- Two-factor login for clients
- Staff access by role
Onboarding & fee consents
New clients in. Renewals signed. No chasing.
New clients complete their fact find, risk profile and ID online before the first meeting. Annual ongoing fee renewals and consents go out for e-signing with reminders that send themselves. The board shows exactly where every one is at.
- Online fact find
- Risk profile questionnaire
- ID and document upload
- Answers ready for your advice software
- Fee renewals sent for e-signing
- Automatic reminders before due dates
- Renewal status board
- Signed copies filed to the vault
- Lapsed arrangements flagged early
- Records ready for your licensee
Family & accountant access
The right people see the right things.
Partners, adult children, accountants and attorneys each get their own login with access you set by person and entity. The accountant pulls tax statements without ringing the office. The next generation gets a gentle introduction to the family's affairs.
- Logins per family member
- Access set by entity
- Accountant read-only access
- Tax statements shared automatically
- Power of attorney access
- Next-generation view options
- Access changes logged
- Easy removal when things change
04How it changes
Before and after
A quarterly review, wolloped.
Here's how a typical review could change. Every practice works differently, so we map yours first.
Before
- Six emails to find a time that suits both partners
- Export reports from two platforms by hand
- Copy numbers into the Word template for a day
- Email the pack as a password-protected PDF
- Client forgets the password and rings the office
- Meeting actions scribbled in a notebook
After
- Clients book their own review from real availability
- Platform data comes in on its own
- The review pack builds itself for the adviser to check
- The pack appears in the portal with a notification
- Clients open it on their phone with a secure login
- Actions are tracked in the portal for both sides
05Services
Everything under one roof
Software, websites and systems for wealth managers.
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 wealth managers
Built around how your wealth management firm actually runs: client portfolio dashboard, household consolidation and the admin in between, in one system you own.
Websites for wealth managers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Wealth management firm 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 wealth managers
Review pack generator and document vault: 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 wealth management firm, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the platforms and software you rely on, work alongside advice software you're happy with and replace the bits holding you back.
- Xplan
- AdviserLogic
- Midwinter
- Netwealth
- HUB24
- BT Panorama
- Macquarie Wrap
- Praemium
- Class
- BGL Simple Fund 360
- Morningstar
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Calendly
- Zoom
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 wealth management firm: 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, para-planners and client services team to see where review season actually loses its days.
- 02
Archi-tech
We plan it before writing code: your platforms, entities, documents, access rules, security, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the biggest time-sink first, like review packs, so you get a win before the next quarter.
- 04
Look after
We host it securely, maintain it and keep improving it. When something needs attention you call the people who built it.
08Questions
FAQ
Things wealth managers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can it pull data from our platform providers?
Where providers offer feeds, exports or APIs we can bring the data in. We'll check your specific platforms first and tell you honestly what's possible before we start.
Do we have to stop using Xplan or our current advice software?
No. If Xplan, AdviserLogic or your current setup is doing its job, we build around it. The portal, review packs and vault sit alongside. If something is holding you back, we'll show you what replacing it would involve before anything changes.
Is client data secure and where is it stored?
We host on our own managed servers in Australia with encrypted connections, two-factor logins and access controls by role. We'll walk you through the setup so you can answer your licensee's questions.
Can accountants and family members have their own logins?
Yes. You decide who sees what, by person and by entity. An accountant can get read-only access to tax statements while a daughter sees only the family trust.
Does the portal give clients advice?
No. It shows the information you choose to share and keeps your advice documents in one place. The advice stays with your advisers.
How much does a client portal 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?
Smaller pieces like review booking or a document vault 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, keep it updated and secure and make changes when you need them. When you ring, you talk to the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most wealth managers 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 wealth management firm 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.