News

We’ve just released a major suite of upgrades to help you deliver higher-value, tailored, and more strategic advice to your clients.

1. Custom report titles

Rename reports to match your client’s exact needs:
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– Asset Protection Report
– Top 20% Benchmarking Report
– Family Group Tax Strategy
– Wealth Report
– Profit Optimisation Plan
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You choose the title to make every report feel bespoke and purposeful.

2. 400+ industry benchmarks — now with advisory insights

The top 20% benchmarking database now covers 400+ industries and includes a new advisory insights section for each. This provides you with talking points, strategy prompts, and practical actions tailored to each industry, making it ideal for advisory meetings and delivering client value.

3. Adjustable benchmark targets

Set benchmark goals beyond 100%. Want to model a 150% revenue scenario? No problem, see what success looks like and show clients what’s possible with one click.

4. Expanded business advisory strategy library

Now includes:
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– 20 estate planning strategies
– 18 succession planning strategies
– 28 lifestyle strategies
– 26 finance strategies
– 38 owner, not technician strategies
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That’s over 130 actionable strategies to use in planning sessions, reviews, or strategic workshops.

These upgrades are designed to help you:
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– Stand out as a proactive advisor
– Deliver more strategic value
– Win more high-fee engagements

Log in now to explore everything new or book a walkthrough for a guided demo below: