Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Wealth Desk for wealth managers ← Back to the overview

Live demo · Blueprint No. 3832

Whole family. One page. Packs that build themselves.

This is a mini version of the portal and back office we'd build for your wealth management firm. Every platform, SMSF, trust and property rolls up into one household view. Review packs build from platform data, documents file themselves and fee renewals chase themselves. Have a play: every button works.

  1. 01Check today
  2. 02Publish quarterly reports
  3. 03Build a review pack
  4. 04Book a review
  5. 05Issue tax statements
  6. 06Chase renewals

This is the scaled-down version.

The real one is built around how your wealth management firm runs: feeds or exports from Netwealth, HUB24, BT Panorama, Macquarie Wrap and Praemium, client data in and out of Xplan or AdviserLogic, SMSF figures from Class or BGL Simple Fund 360, DocuSign for renewals and consents, Microsoft 365 or Google Workspace calendars with Zoom or Teams links and your own branded review pack template. Access rules, reminder timings and sign-off steps are set to match your licensee's requirements. It's hosted and looked after by the people who built it.

Talk to us about the real one →