Frequently asked questions

Australian financial advice practices. It supports the roles a practice actually runs — account owner, financial adviser, paraplanner, research manager and admin assistant — each with their own privileges, rates and task assignments.

Yes. Alongside individual clients, Souffle holds SMSF, trust, company and partnership entities. Each has its own record and financial position, and SMSFs add contributions, investments, assets, liabilities, income and expenses dashboards, plus corporate trustee details.

Yes. The branded onboarding form collects lead details ahead of the meeting. You decide which sections are visible and required — personal details, assets, income, liabilities, expenses, protection policies, and goals and objectives — and the lead record shows a completion percentage.

Basic investment modelling and superannuation modelling, both with generated projections. Assumptions are set at practice level: AWOTE, CPI, contribution percentage and retirement age for superannuation, plus CPI and interest rate as economic variables. Investor profiles define investment strategy, growth and defensive asset allocation, franking rate, income rate and growth rate.

Fifteen dedicated calculators — stamp duty, land tax, income tax, debt recycling, SMSF property purchase, simple mortgage, mortgage with extra payment, car loan repayment, property, compound interest, present value, annualised return, investment time, break-even point and markup — alongside a general calculation tool.

The advice relationship record on each client holds review frequency, next review, previous reviews, the date the last SoA or RoA was provided, adviser service fee arrangements, services promised versus services delivered, and legacy fee disclosure statement and opt-in date fields.

Yes, and it carries your branding. Clients sign in to see a dashboard, their financial information, documents and files, complete questionnaires, view payments, manage their profile and contact their adviser.

Every API endpoint is private and requires an API key, requests pass a JWT Lambda authoriser, passwords are hashed with bcrypt, and tokens are revoked on logout. Services run on AWS Lambda and API Gateway in the ap-southeast-2 Sydney region, with files in dedicated S3 buckets and isolated environments for development, testing and production.

Yes. Clients, leads, individuals, companies, trusts, partnerships and SMSFs can each be created individually or imported in bulk from CSV.