How it works
From first enquiry to ongoing review
Souffle follows the shape of an advice relationship, so one record carries a person from their first enquiry through to their annual review.
- 01
Capture the enquiry
New leads arrive through your branded onboarding form, are entered directly, or are imported in bulk from CSV. Source, status and estimated value are recorded from the start.
- 02
Collect the fact find before you meet
Choose which sections the lead completes — personal details, assets, income, liabilities, expenses, protection policies, goals and objectives — and watch the completion percentage rise.
- 03
Meet and advise
Book the appointment and review the available financial information. Prepare the questions and projections needed for the conversation.
- 04
Convert and deliver
Convert the lead to a client, record the advice relationship, build the documents from your templates, and assign the work across the team on tasks and workflow boards.
- 05
Service the relationship
Track review frequency, next review, last SoA or RoA provided, services promised versus delivered, fee disclosure statement and opt-in due dates — and give clients their own portal.
Then the cycle repeats, on the review frequency you set
Productivity and automation
Set it up once, then let the platform repeat it
Souffle removes repeat data entry where it can and puts the rest on a schedule, so the practice spends its time on advice rather than admin.
Fact find collected before the meeting
Pre-meeting configuration decides which sections a lead completes and tracks progress as a percentage, so the data arrives before you do.
Task summaries by email
Team members can configure preferences for task notifications during practice setup.
Recurring tasks and reminders
Tasks carry recurrence rules, reminders and due dates, so periodic work regenerates rather than being re-entered.
Reusable workflow templates
Turn a repeated process into a workflow template with lists, cards and checklists, and run it for every client.
Documents from templates
Build digital documents from reusable content blocks and categories, and send from stored email templates rather than writing each one.
Bulk import and bulk email
Import clients, leads, companies, trusts, partnerships and SMSFs from CSV, and reach client groups with bulk email.
Benefits for financial advisers
What changes in the week of a practice
Fewer places to look, less rebuilding of the same picture, and a clearer view of where work and obligations actually sit.
Less preparation before every meeting
Fact find data collected ahead of time and dashboards for assets, income, liabilities, expenses, goals and protection mean the review pack is already built.
One record instead of many
Client details, entities, financial position, insurance, identification, documents, file notes and payment history sit against a single client.
Visibility across the practice
Task filters by assignee, client, status and priority, kanban boards, and a time report across tasks and workflows show where work actually is.
Obligations that do not slip
Review dates and services promised versus delivered are recorded on the advice relationship, alongside the history of advice provided.
The whole team in one system
Advisers, paraplanners, research managers and admin assistants each get role-based access, with rates and time tracking for practice reporting.
Your brand in front of clients
The client portal and onboarding form carry your company name, logo, colours, AFSL and licence details.
Get started
See Souffle with your own practice in mind
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.