Walk out of every audit. Sleep through ASIC scrutiny. Give your senior advisers their week back to your best clients. Surity360 reconciles XPlan, Worksorted, HUB24, MyNorth, SharePoint and MyProsperity into one auditable client record — without asking you to migrate off any of them.
If you run a small-to-medium advice practice in Australia in 2026, the compliance gaps are not hidden. They are quietly inevitable when five systems never talk to each other.
Key takeaway. Each system operates in isolation. The exceptions — a one-way under-20-field push from XPlan into Worksorted, and a manual file-by-file sync between XPlan and MyProsperity — prove the gap; they don't close it. The compliance evidence chain still breaks at every seam.
Surity360 does not replace anything you already use. It reads from each system, reconciles the data, and shows you what no single tool can see on its own.
The firms that win operate above the line. They know the client, the family, the goals, the anxieties. Surity360 automates below the line so your advisers have the bandwidth to get there.
Six capabilities. One platform. No stack migration required.
Most adviser AI is one of two things: a chatbot retrofitted onto a CRM, or a US data warehouse with AI insights, signals and stories layered on top. Both are clever output. Neither is an Australian advice evidence chain. We built the data layer for AI from Day 0: a versioned ontology, a synthesised Practice Brain, and a Palantir-grade audit trail — native to AU compliance, not adapted from a US data architecture. AI on clean, governed data beats AI on fragmented tables. Every time.
Every concept in Surity360 — a client, an SOA, a fee consent, a portfolio drift event, a BID obligation — is modelled as a typed object with its own state machine, sources, and obligations. Not a row in a CRM. Not a screen. A real-world object the system understands. Bronze, Silver, Gold lineage. Every field carries source, date verified, and conflict status. When ASIC asks "was the risk profile current when you issued the SOA?", the answer is a query against versioned objects — not a forensic exercise across three systems.
Every client gets a synthesised brief refreshed nightly — summary, recent activity, open commitments, tensions, and sources. One page, not three systems. Read in two minutes before the meeting. This is not retrieval-augmented chat over scattered documents. It is a structured per-client file tree where every claim cites its source, enforced by a 98% citation-rate gate at write time. Conflicts are pre-resolved by a documented order. Stale facts are flagged before the adviser sees them.
Every field change — every value mutation, every source-of-truth shift, every override — is logged with old value, new value, source, and trigger. When ASIC asks what you knew, when, and how you knew it, the answer is a query, not a fortnight of file-rummaging. A 365-day rolling change log today. A 7-year statutory evidence chain on the roadmap. The architecture that makes both possible is already live.
Palantir models what happened. Surity360 proves it was right.
CRMs store data. Workflow tools track tasks. Surity360 is the missing third layer — the only system that ensures the advice built on that data is correct, complete, and defensible.
Most principals worry about the risk of trying a new platform. The bigger, quieter risk is the cost of not trying anything.
Day 30 deliverable: a working Client 360 plus one of AAA expiry dashboard, BID consent portal, or HUB24 alignment — on your live data, with a written ROI estimate based on what we found.
Three honest comparisons. Each incumbent does one thing brilliantly. Surity360 lives in the gap that brilliance creates.
The window to put this foundation in place — quietly, on your own terms, without a forced migration — is the next twelve months.
Surity360 was specced, broken, and rebuilt inside a live Australian advice practice for two years before a single line of marketing copy was written. Every workflow on this page was carved out of a real Tuesday afternoon — not sketched on a whiteboard.
SMB pricing is per-adviser/month, banded by practice size. The pilot itself is free. A 5-adviser practice typically lands inside the cost of a single platform subscription you already pay (XPlan, Worksorted etc.) — and is designed to be fully covered by ~1 hour/week of recovered adviser time. If you do not save that, do not subscribe.
The honest one: we are early-stage and we want lighthouse SMB customers. In return for a public reference (or even a private one your licensee can see), pilot pricing extends. If you do not want to be a reference, standard pricing applies — still well inside your existing tooling spend.
Surity360 makes you a more attractive acquisition, not a less. Capital-backed consolidators pay a higher multiple for practices with clean data, structured evidence, and a unified client record, because they do not have to fix it post-deal. That is exactly what Surity360 produces. Whether you sell to a consolidator, run an internal succession, or pass the practice to family, you walk into the conversation with the operational discipline that sets the price.
We do not currently write back to XPlan. We read XPlan exports and reconcile against Worksorted/HUB24. XPlan stays the SOA production engine. Worksorted has native API integration — bi-directional once you opt in, read-only by default during the pilot.
HUB24 — full integration including SFTP daily reports, alignment dashboard, and Playwright automation for portal-only workflows. MyNorth — Playwright automation plus client list ingest. Netwealth and BT Panorama — read-only via daily report ingest; deeper integration on the 2026 roadmap.
Australian-hosted MongoDB Atlas (Sydney region) for structured data, Google Cloud australia-southeast1 (Sydney) for compute and document caches. No data leaves Australia. All connections encrypted in transit and at rest.
We provide a licensee briefing pack covering data handling, hosting, security, audit, and ASIC alignment. To date, every licensee that has reviewed the pack has approved a pilot. If you are self-licensed, even simpler — you make the call.
The pilot is scoped to one screen, one workflow. If your team does not use it after 30 days, that is the answer — and you have lost nothing. Source data stays in your existing systems. Worst case, you stop syncing to Surity360 and you are exactly where you started. It cannot break anything — read-only by default.
Practice Brain — an adviser-ready synthesis layer that produces structured summaries per client before every review meeting. Expanded platform connectors for Netwealth, BT Panorama, and Praemium. Tighter Lumiant integration. Salesforce and Dynamics connectors. Outcome-as-a-Service pricing for specific workflows (ROA filing, rebalance execution, BID consent capture).
You are being offered four hours of your time, a free 30-day pilot, and a written ROI estimate on your own data. If it does not earn its keep, you walk away. Your stack is unchanged.