Pricing

A clearer picture, at your own pace.

Explore the plans, then register your interest while access is being prepared in Australia.

Pricing

Choose the right level.

One connected place to understand what you own, what you owe, who is involved and what needs attention. Start free and add depth as your portfolio grows.

Save A$20.45 with yearly billing

Compare Core, Plus and Enriched pricing and plan inclusions
Compare tiers	Core For you, free forever Free No card required	Most popular Plus For families and growing portfolios A$7.95/month Or A$74.95 billed yearly	Enriched Connected data, in development Coming soon Waitlist only
Getting started
Quick portfolio setupGuided onboarding creates your starter records
Portfolio workspacesOwn and switch between shared portfolios
Customisable dashboard	Core cards	Card builder, 12 metric templates	Card builder, 12 metric templates
Search, filters and record views	Search and asset filters	Plus compact list view	Plus compact list view
People, ownership and assets
People and entitiesFamily, companies, trusts, pets	Core records	Expanded details	Expanded details
Ownership and relationshipsPercentages, trustees, beneficiaries	Core links	Richer detail	Richer detail
Broad asset registerProperty, shares, super, crypto, vehicles and more
Asset-specific detail formsRental income, ticker and units, super fund options
Property and investment context	Address support	Full property and share detail	Full property and share detail
Liabilities
Liability and credit card registerLinked to the asset securing the debt
Repayment and term detailRates, lender, fixed-rate end dates, fees
Insurance, utilities and obligations
Insurance portfolioCover linked to assets and beneficiaries	Core policy records	Premium, policy number, funding source	Premium, policy number, funding source
Utilities and household services	Core records	Account detail, discounts, payment source	Account detail, discounts, payment source
Registrations and ratesVehicle, company, council rates, land tax
Maintenance and service historySchedules, completed work, invoices
Upcoming renewals on dashboard	Available sections	Broader coverage	Broader coverage
Collaboration and documents
Professional team directoryAdvisers, accountants, brokers, agents
Viewer access and item visibilityRead-only sharing, hide selected records
Document attachmentsPolicies, statements, contracts, receipts
PDF reports and exports	Eligible section reports	Full handover pack, viewer report, CSV backup	Full handover pack, viewer report, CSV backup
Planning and history
GoalsShort, medium and long-term objectives
Portfolio history and restore pointsAutomatic snapshots, restore earlier versions
Customisable record fieldsUp to two custom fields per section			In development
Connected data and API integrationsAutomated valuations, live prices, bank and loan balances			Planned

Core

For you, free forever

Free

No card required

Getting started

Quick portfolio setup
Portfolio workspaces
Customisable dashboard: Core cards
Search, filters and record views: Search and asset filters

People, ownership and assets

People and entities: Core records
Ownership and relationships: Core links
Broad asset register
Asset-specific detail forms
Property and investment context: Address support

Liabilities

Liability and credit card register
Repayment and term detail

Insurance, utilities and obligations

Insurance portfolio: Core policy records
Utilities and household services: Core records
Registrations and rates
Maintenance and service history
Upcoming renewals on dashboard: Available sections

Collaboration and documents

Professional team directory
Viewer access and item visibility
Document attachments
PDF reports and exports: Eligible section reports

Planning and history

Goals
Portfolio history and restore points
Customisable record fields
Connected data and API integrations

Plus

For families and growing portfolios

A$7.95/month

Or A$74.95 billed yearly

Getting started

Quick portfolio setup
Portfolio workspaces
Customisable dashboard: Card builder, 12 metric templates
Search, filters and record views: Plus compact list view

People, ownership and assets

People and entities: Expanded details
Ownership and relationships: Richer detail
Broad asset register
Asset-specific detail forms
Property and investment context: Full property and share detail

Liabilities

Liability and credit card register
Repayment and term detail

Insurance, utilities and obligations

Insurance portfolio: Premium, policy number, funding source
Utilities and household services: Account detail, discounts, payment source
Registrations and rates
Maintenance and service history
Upcoming renewals on dashboard: Broader coverage

Collaboration and documents

Professional team directory
Viewer access and item visibility
Document attachments
PDF reports and exports: Full handover pack, viewer report, CSV backup

Planning and history

Goals
Portfolio history and restore points
Customisable record fields
Connected data and API integrations

Enriched

Connected data, in development

Coming soon

Waitlist only

Everything in Plus, and

Customisable record fields: In development
Connected data and APIs: Planned
Automated property valuation: Planned
Share and commodity prices: Planned
Bank and loan balances: Planned

Prices shown in Australian dollars. Yearly billing for Plus is A$74.95, a saving of A$20.45 against twelve monthly payments. Enriched is in development and available by waitlist only; no public price or release date has been set. Joining the waitlist does not start a subscription.

See how the features work, explore family and professional sharing, or talk to our team about your needs.

Core · free forever

Start with what you have. See where you stand.

You do not need a complicated portfolio to benefit from having your records together. Core gives you a starting point for what you own, what you owe and who is connected to it.

Who is Core for?

Individuals getting organised for the first time, or anyone who wants a straightforward overview without document storage or shared access.

Understand the essentials

Bring your core assets and liabilities into one dashboard, so you can review your recorded financial position without piecing it together from separate lists.

Keep the people in the picture

Record people, entities and ownership links alongside the core records. Use search and asset filters when you need to find something again.

Start small, without a subscription cost

Build your records at your own pace and export eligible section PDF reports. Core is free forever; you maintain and update the values yourself.

Explore the dashboard

Plus · more detail, better context

Give every record the detail it deserves.

A balance rarely tells the whole story. Plus brings supporting documents, ownership, commitments and selected sharing together, so the information behind the number is easier to find and explain.

Who is Plus for?

Families, property owners and people with growing portfolios who need detailed records, supporting paperwork and a way to keep trusted people informed.

Find the record and its paperwork together

Add detailed property and share records, loan terms and document attachments. Keep registrations, rates and maintenance history in the same organised picture.

Share with purpose

Give a family member or professional read-only access to selected sections. Share documents explicitly and prepare a fuller handover report when someone needs the context.

Keep the longer view in sight

Bring goals, a professional team directory, history restore and CSV backups into your routine. Plus adds depth to records you maintain; it does not add automatic bank feeds.

See how selected sharing works

Enriched · in development

For a future with more connected information.

Enriched is being developed for people interested in adding connected data to the depth of Plus. Join the waitlist to register your interest as the plan takes shape.

Who is Enriched for?

People managing several types of assets who would value connected sources and more flexible records as those capabilities become available.

Less information to bring together by hand

Connected data and API capabilities are planned, including property valuations, share and commodity prices, and bank and loan balances. The aim is to reduce manual updating.

More room for the way you organise

Enriched is planned to build on Plus, with up to two custom fields per section in development for details that matter to your records.

Register interest in what comes next.

These capabilities are planned, not available now. A public price and release date have not been announced. Joining the waitlist does not start a subscription or take a payment.

Ask about Enriched

Can I buy a plan now?

The website is currently taking waitlist registrations. Register to hear when access opens; you will not be charged for joining.

What does Plus cost?

The advertised Plus price is A$7.95 per month or A$74.95 billed yearly.

Is Enriched available?

Enriched is in development and is not currently available for purchase. Its planned inclusions are shown in the comparison; no public price or release date has been set.

Where can I see what the app does?

Our feature pages explain the documented capabilities, benefits and limitations. Check the current plan inclusions before subscribing.

Start with what you have

Bring your financial life into focus.

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.

View plans Talk to the team