Why choose Souffle
Why an Australian adviser should choose Souffle
Six reasons, each grounded in how the product is actually built rather than in a positioning statement.
Australian by design, not adapted
AFSL and licence fields, SMSF entities, superannuation modelling on AWOTE and CPI, franking rates, Medicare levy in tax settings, stamp duty and land tax calculators, ASX market data, and Review and service records.
The whole practice, not one slice
Clients, leads, appointments, tasks, workflows, documents, modelling, calculators, market data, payments, team management and a client portal in one platform.
Security built into the architecture
Every API endpoint is private and key-protected, requests pass through a JWT authoriser, passwords are hashed with bcrypt, and tokens can be revoked on logout.
Serverless AWS infrastructure
AWS Lambda and API Gateway in ap-southeast-2 (Sydney), with files and images in dedicated S3 buckets and separate development, testing and production environments.
Carries your brand
Client portal theme, company name, logo, AFSL and licence details, plus onboarding form colours, welcome, thank-you and next-steps messaging.
Built to grow with you
Twelve independent backend services behind the portals, so capability can be added without disturbing what your practice already relies on.
Designed for the Australian market
Built around Australian advice, not translated into it
The regulatory artefacts, entity structures and economic assumptions Australian advisers work with are part of the data model — not a field you have to repurpose.
AFSL and licence details
Your organisation profile stores AFSL name and licence name, and carries through to the client-facing app.
SMSF as a first-class entity
Dedicated SMSF records with corporate trustee, contributions, assets, liabilities, income and expenses dashboards.
Superannuation modelling
Superannuation projections driven by AWOTE, CPI, contribution percentage and retirement age settings.
Franking and asset allocation
Investor profiles capture franking rate, income and growth rates, and growth versus defensive asset splits.
Australian tax tables
Tax settings hold tax year, tax type, tax data and Medicare levy rates for income tax calculations.
Review and service records
Keep review dates, services promised and delivered, and SoA and RoA history with the client relationship.
Platform at a glance
What is actually in the box
Rather than quote numbers we cannot show you, here is what the platform is made of today.
10
Capability areas
From client records to practice reporting
5
Entity types
Individual, company, trust, partnership, SMSF
15
Calculators
Plus a general calculation tool
4
Portals
Adviser, client, administration, onboarding
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.