One portal your firm owns. Not two subscriptions you rent.
You are paying for myprosperity to collect client information and FuseSign to get it signed, re-typing data the firm already holds, and watching clients abandon fact-finds halfway through. I build a single portal that does all of it, owned by your firm: pre-filled fact-finds, e-signatures, and AI document-extraction into the practice-management CRM you already run, with a full audit trail.
// stack-specific Built for an AFSL-licensed advisory firm. Hundreds of Australian firms run the exact same tools.
A real portal. Real client. Live today.
This is not a prototype or a deck. It is a portal I built solo for an Australian financial advisory firm, in client hands, on an ongoing retainer. The numbers below are from that build, not a brochure.
Wealth Advisory Portal
A single-tenant adviser-and-client portal for an Australian financial advisory firm. It replaced two paid SaaS products outright, one for collecting client information, one for electronic signatures, and bolted AI document-extraction onto their existing CRM so the firm stops re-typing data they already have.
The pitch in plain English: a client gets a text-message-protected link, sees their information already filled in, confirms or corrects it, and signs the result. The adviser runs the review meeting against the same data. The signed bundle lands in the firm's filing system with a full audit trail.
- 2SaaS subscriptions replaced
- 24 daysFrom first commit to launch
- 30 daysTo first paying-client use
- Built forAustralian financial advisory firm (AFSL)
- Replacesmyprosperity & FuseSign
- AugmentsExisting practice-management CRM
- StatusLive, ongoing retainer
Four steps. No abandoned fact-finds.
The whole point is that the client does less, not more. No new login, no blank twenty-page form, no chasing signatures across two tools.
A protected link
The client gets a text-message-protected link. No new login to remember, no app to install, no password reset email three days before the meeting.
Already filled in
They open it and see their information already there, pulled from what the firm already holds. They confirm what is right and correct what is not, instead of re-typing a fact-find from scratch.
Confirm and sign
They sign the result in the same place. The adviser runs the review meeting against the exact same data, not a separate spreadsheet and a PDF.
Filed, with an audit trail
The signed bundle lands in the firm's filing system with a full audit trail. Nothing gets re-keyed, and nothing goes missing between three tools.
Build it once. Then keep it cared for.
A build with discovery priced into the front of it, then an optional care retainer, all priced off a founding-client rate of A$750 a day, ex GST. You own the code either way, and it runs on your infrastructure or mine.
Build the portal
// from A$15,000 / 4–12 weeks
A fixed-scope build that opens with a short paid discovery: I map the fact-find, prototype the riskiest part, then fixed-price the rest. You own the code, and it runs on your infrastructure or mine.
Keep it running
// from A$1,000/mo / cancel anytime
Retainer for the portal once it's live: hosting, monitoring, monthly small changes, priority response. It's how the advice firm runs today, and the answer to "what happens after you leave".
// for the full menu AI readiness sessions and fractional CTO / AI advisory are on the services page.
The questions a principal asks.
- Where does the data live, and who can see it?
- On infrastructure you control, or on infrastructure I run for you under the care retainer, hosted in Australia. It is a single-tenant build, so your clients' data is not pooled with anyone else's. Access is scoped to your firm, and the portal is built around your record-keeping and audit-trail obligations rather than bolted on after the fact. I am not selling you a certification, I am building software that respects the obligations you already carry.
- How does it sit alongside our existing CRM?
- It augments the practice-management CRM you already run, it does not replace it. The portal handles the client-facing fact-find and the signing; AI document-extraction reads the paperwork and writes the structured data back into the CRM, so your team stops re-typing things the firm already holds. Your CRM stays the system of record.
- What happens to the myprosperity and FuseSign subscriptions?
- In the reference build, both were replaced outright: one tool for collecting client information, one for electronic signatures. Once the portal is doing that work, those subscriptions stop. The build pays for itself against recurring SaaS fees you no longer send out the door, and you own what replaced them.
- What happens to the portal if you get hit by a bus?
- Fair question, and it is built into how I work. The code lives in your repository from day one, not mine. The docs and deploys are handed over at the end of the build, so nothing lives only in my head. It runs on boring, mainstream technology any competent developer can pick up, and the care retainer keeps it maintained either way. You are not locked to me.
Send me your current stack and I'll tell you if it's a fit.
The CRM you run plus the tools you pay for (myprosperity, FuseSign, whatever else). I'll come back quickly with whether a portal replaces them, and roughly what it costs.