One system of record across books, compliance, and performance. Built for the entity complexity, tax structure, and governance reality of Australian wealth.
Institutional-grade portfolio, compliance, and reporting capability, engineered for a single SMSF or a multi-entity family group, not the top-tier banks.
An AI-driven ingestion engine reads contract notes, dividend statements, and bank feeds, then classifies, reconciles, and posts to the ledger without re-keying.
Franking credits, distinct CGT events, trust distributions, SMSF lodgement rules: all modelled natively. Global tools approximate this; we don’t.
Every role in the family, from principal and adviser to operations, next generation, compliance, and accountant, gets a dedicated workspace drawing on a single AI-native source of truth.
Audit-ready board agendas with structured evidence, cryptographically signed minutes, distribution planning, and beneficiary registers. The family’s decisions and intent survive succession.
AI-assisted portfolio reviews, trade-idea workflows with tax-aware scenarios, and integrated private-market data. The investment committee acts on a thesis, not a spreadsheet.
Zero-touch pipeline from inbox to general ledger. Bank reconciliations, SMSF compliance checks, and GL sync run automatically, freeing operations time for higher-order work.
A branded magic-link portal with view-only access to distributions, tax statements, and financial-literacy tooling, so the next generation grows into the wealth rather than inheriting it cold.
AI-driven policy search across trust deeds and investment mandates. Role-based controls, automated obligation tracking, and an immutable audit trail. Defensible by construction.
One-click Australian tax packs, structured GL exports, a real-time trial balance, and distribution verification. No more email ping-pong, just a single structured handoff.
Trusts, companies, SMSFs, and individuals modelled with full look-through. Effective ownership and exposure on demand.
Reads contract notes, dividend statements, custody files, and bank feeds. Classifies, reconciles, and posts to the ledger without re-keying.
TWR and XIRR by default. Multi-asset, multi-currency. Private equity and direct property tracked beside liquid markets.
Franking credits, distinct CGT events, trust distributions, SMSF lodgement rules: built in at the data-model level, not retrofitted.
Concentration, liquidity, currency, and counterparty exposure across the entire family group, surfaced before they bite.
Board pack composition, signed minutes, document-linked decisions, and an evidentiary record for the family’s intent.
Complex entity structures with full look-through ownership
Real-time risk & protection across all entities
Compliance tracking with full audit trail
Automated reporting across the family group
Trusts, companies, and SMSFs modelled truthfully, with effective exposure on tap.
Multi-asset, multi-currency. Private equity and property tracked beside liquid assets.
Franking, CGT events, trust distributions, SMSF rules: first-class, not bolted on.
Role-based controls, signed minutes, document-linked records, immutable audit trail.
My Wealth Officer is now accepting private beta applications from Australian family offices, SMSF trustees, and advisory firms.
Institutional, multi-product infrastructure for private credit and fund administration. Loan origination through to NAV calculation, waterfall distributions, and investor reporting, engineered for fund managers and private credit operations.
Family office grade wealth infrastructure across every entity and asset class. Consolidated portfolio management, tax optimisation, and document intelligence for families, SMSFs, and the advisers who serve them.
Enterprise advice infrastructure for licensed advisers and dealer groups. Everything in My Wealth Officer plus practice management, advice workflow, and compliance engineered for scaled advisory operations.
Enterprise treasury infrastructure for cash, liquidity, and risk management. Real-time position keeping, funding and investment workflows, and regulatory reporting engineered for institutional operations and Australian standards.
Core banking infrastructure for APRA-regulated ADIs. Deposits, lending, real-time payments, prudential reporting, and AML/CTF compliance, engineered to Australian standards from the ground up.
