What kind of software does Siphr build for financial advice firms?+
Custom systems built around how your firm actually runs — clients and their related parties, products, positions and exposures, the advice process and its approval gates, fees and revenue, and the obligations that make a decision defensible — in one model, rather than a CRM, a modelling tool and a compliance folder that don't line up.
How is this different from off-the-shelf advice and CRM platforms like Xplan or AdviserLogic?+
Off-the-shelf platforms assume a firm like everyone else's and make you fit their structure, so your real advice process and controls end up in shadow spreadsheets and checklists around them. We model your advice process, approval gates and rules first, then engineer the software directly from that model — so it fits on day one and the controls are part of the system rather than bolted on.
How does it handle the compliance audit trail?+
Because the advice process and its approval gates are modelled explicitly, the audit trail is a property of the system rather than something assembled under pressure at review time. Who decided what, on what basis, and when — including the checks passed at each gate — is captured as the work happens.
Can it handle clients, related parties, products and fees?+
Yes. Clients and their related parties, the products and positions they hold, and the fees and revenue attached to advice are modelled as first-class entities, so exposures and revenue are live and consistent rather than reconciled across tools after the fact.
Will it work with the tools we already use?+
Custom software does not mean replacing everything at once. We model where your firm's source of truth should live, then connect the systems that stay — platforms, CRM, document management and accounting — so data flows instead of being re-keyed. What we replace and what we integrate is a decision we make with you.
How long does it take to go live?+
Because the software is engineered directly from the model, builds reach a working production system in weeks rather than quarters. Larger platforms grow from there, and we stay on as your firm and its obligations change so the software follows.
Is this viable for a small or mid-sized advice firm?+
Yes — that is our focus. We work with firms that have outgrown off-the-shelf tools but do not want the cost and risk of a large enterprise build. You get software shaped to your firm without an enterprise price tag or timeline.
Where is our data held?+
Siphr is based in Brisbane and builds for Australian firms. Hosting and data handling are set up around your firm's obligations, and residency, access and retention are decided with you as part of the build.