Transparent, ROI-Driven Pricing
Deterministic wealth software that pays for itself. Choose the tier that matches your family's structural complexity and start optimising your current and future-year tax position.
Investor ViewAccountant View
Bronze
Perfect for tracking personal net wealth, holdings, and profit and loss clarity.
$ TBA
Up to 3 Individual or Joint entities
All Trades ledger & allocation rings
Net wealth & P&L visibility
ATO Tax & CGT reporting suite
200-day valuation channels & Z-Score
Scenario modelling
Silver
Make confident trade decisions with full tax schedules, valuation channels, and scenario forecasting.
$ TBA
Everything in Bronze, plus:
Full ATO tax & CGT reporting suite
200-day valuation channels & Z-Score
Scenario & 2027 reform modelling
Portfolio AI Assistant
Trusts, Companies, SMSFs & Watchlists
Most Popular
Gold
For family structures utilising Trusts, Companies, SMSFs, and proactive watchlists.
$ TBA
Everything in Silver, plus:
Up to 15 Entities (Trusts, Companies, SMSFs)
Watchlists, Portfolio Overlays & AEST digests
Division 296 & entity-specific logic
Automated distribution optimisation
Platinum
The ultimate tool for aggregating and optimising multi-entity family group distributions.
$ TBA
Everything in Gold (up to 50 entities), plus:
Multi-entity group forecasts
Automated distribution optimisation
Automated family tax reduction
Priority AI (100/day) & support