Business Management Software for Australian Financial Services

Australian financial services firms — financial planners, mortgage brokers, accountants, and advisors — manage client relationships, trust obligations, regulatory compliance, and complex fee structures. XIntelliSync brings CRM, accounting, payroll, and compliance tracking into one platform.

Financial Services Pain Points

Challenges for Australian financial services businesses:

• Client relationship management requires tracking advice history, compliance documents, and fee agreements across systems
• Commission and fee structures vary by product, client, and service type — tracking is complex
• Trust accounting obligations for client funds held in trust
• AFSL compliance creates ongoing documentation, training, and reporting requirements

How XIntelliSync Addresses Financial Services Workflows

XIntelliSync consolidates financial services operations:

• CRM with client intake, advice tracking, and document management
• Commission tracking per adviser, per product, with automatic reconciliation
• Trust accounting tracking for client funds
• Payroll preparation for employed staff under the Banking, Finance and Insurance Award
• AI agents automate client follow-ups, compliance deadline reminders, and financial reporting

Compliance for Financial Services

Financial services businesses must comply with:

• AFSL obligations: licensee requirements, breach reporting, financial requirements (tracked, not managed)
• BAS: GST on fees, input-taxed financial supplies, PAYG withholding
• STP Phase 2: payroll reporting for employed staff
• Superannuation: 12% SGC for all employees
• Anti-money laundering (AML): record-keeping obligations (XIntelliSync tracks financial records)