Configure your portal build

Your choices simply guide the proposal; nothing is locked in.

Details

Company name *

Name *

Email *

Phone

Advice Areas

Financial AdviceAccountingLendingProperty

CRM Software

Primary CRM Platform

Integration & SSO support

How many staff? *5 staff

Upfront build components

Select what you want to launch with.

Forms

Basic onboarding form

A simple, professional intake with 2–4 steps, save/resume, validation, and progress indicators.

$2,500

Detailed onboarding form

A tailored onboarding journey with 5–10 steps, branching logic, save/resume, validation, and progress indicators.

$3,500

Review form

Capture client updates and reviews with 5–10 steps, branching logic, save/resume, validation, and progress indicators.

$3,500

Portals & Experience

Client Dashboard

A central hub for clients including Home (5 key cards), Profile, Goals, Assets & Liabilities, Cashflow, and Team.

$5,500

Admin Portal

Manage client communication, data integrity, and workflows (optional).

$3,500

Document Vault

Secure document upload and management with SharePoint sync and seamless form integration.

$3,500

Booking App

Streamlined calendar booking with full portal and CRM integration.

$2,000

Digital Presentations

An interactive presentation tool with slide master, data integration, and save-to-PDF functionality.

$6,000

Workflow & Operations

Kanban Workflow

Visualise existing workflows (advice, accounting, lending) with Kanban boards and card fields; full custom workflows available with additional scope.

$3,000

Scheduler

Plan annual workloads and integrate recurring tasks directly into workflows.

$2,000

Planning & Delivery

Discovery (Required)

Define your build with clarity through two structured planning sessions, detailed scoping, and clear timelines.

$1,000

Portal branding

A complete design system with brand tokens, style guide, UX for home/auth/nav, and a reusable component library. For firms with no style guide.

$7,500

Fast Track Build (+20%)

Accelerate delivery with reserved sprint capacity, a guaranteed timeline, and builds completed 50% faster.

+20%

Ongoing Services

Pick the service level that matches your pace and preferences.

Your estimate

AUD ex‑GST

Build Total$0

Due at kickoff (50% of build + discovery)$0

Ongoing Service Cost$0/m

What’s next?

Our team will review your selections in detail and prepare a refined scope and delivery plan.
We'll be in touch to confirm any outstanding questions and fine-tune the timeline.
We'll organise your discovery meeting to kick off planning and design.
Kickoff payment: 50% of build. Ongoing service billing begins after build completion.

Build total

Ongoing Service

$0/m

Estimated Timeline

23 Jan - 6 Feb