Fortress
$9/month for your first 12 months, then $12/month.
Earlybird price for anyone who subscribes by 31 December 2026.
Start your free trial- Unlimited AI document filing
- 10 GB storage
- Renewal reminders
- Forward documents by email
Your financial life, connected
Everything important.
In your Locker.
Insurance, wealth, legal, tax and utilities. One calm space for your documents and the people you trust.
What lives in your Locker01 — 08
- WealthProperty. Shares. Super.
- LifeProtection policies, consolidated.
- GeneralHome. Car. Everyday cover.
- HealthYour health cover, together.
- LegalDocuments. People. Wishes.
- TaxEvery financial year, organised.
- UtilitiesBills. Accounts. Renewals.
- LockerEveryday records and subscriptions.
How it works
From inbox to insight, in four steps
Step 1Upload however you like
Drag in a PDF, snap a photo of a paper policy, or forward it from your inbox to your own Wealth Locker address. However it arrives, it lands straight in your locker.
- PDF, image, spreadsheet, and Word documents
- Forward documents from your own email
- Multiple files upload and process together
Step 2AI reads it, then files it
Our AI extracts policy numbers, coverage amounts, dates, and beneficiaries, so you don't have to type them in. Most documents finish processing in about a minute, and you can correct anything it gets wrong.
- Most documents processed in about a minute
- Auto-detects document type and category
- Uploading a renewal updates the existing policy — no duplicates
Step 3One organised picture
Insurance, estate documents, and wealth positions sit together in a single dashboard instead of scattered emails and folders. Filter your list and open any policy in a couple of clicks.
- Personal, health, and general insurance in one place
- Estate documents alongside your policies
- Wealth positions tracked next to what protects them
Step 4Stay protected
Wealth Locker tracks renewal and expiry dates and reminds you before cover runs out. An AI health check reviews your estate documents and flags what looks outdated or missing.
- Renewal reminders 30 days, 7 days, and on the day by default — adjustable
- AI estate health check flags outdated or missing documents
- A notification centre keeps a record of every alert
For financial advisers
Built for advisers, not just their clients
Consolidate every client's insurance, estate, and wealth position into one locker instead of chasing documents across inboxes and filing cabinets. See coverage gaps and portfolio patterns across your whole book, not just one file at a time.
- One vault per client — insurance, estate, and wealth together
- Portfolio-level analytics across your book, including coverage gaps
- AI-assisted client health checks and renewal tracking, at scale
- Give colleagues read-only or full access to a client locker, so your team can help without stepping on toes
Trust
Security, plainly
We don't do vague security marketing. Here's exactly what protects your documents, and nothing we can't back up.
Read the trust centre- Encrypted at rest (AES-256) and in transit (TLS)
- Optional two-factor authentication on every account
- Handled in line with the Australian Privacy Act
- We never sell your data — full stop
Simple pricing, no surprises
Two plans, nothing hidden. Fortress for your own Locker, Adviser for your practice. Both start with a 14-day free trial, and you can change or cancel any time from your account settings.
Pay monthly, or once a year for the price of ten months.
Adviser
$119/ month
20 client Lockers included, then $8 a month each
One subscription for your whole practice.
Start your free trial- Invite colleagues at no extra cost
- Your practice shares the 20 included client Lockers
- Bulk import your client book
- Client access and collaboration
Prices in AUD. Billed monthly. Earlybird applies to new Fortress subscriptions started by 31 December 2026. Existing subscriptions keep their agreed pricing.
Frequently asked questions
Documents are encrypted at rest (AES-256) and in transit (TLS). Database access rules stop one customer reaching another customer's data. We never sell your data, and you can export or delete it at any time.
Upload a document and our AI extracts key details — policy numbers, coverage amounts, dates — and files it into the right category. Most documents finish processing in about a minute, and you can correct any field it gets wrong.
You, always. An adviser only if you link them, and only for the areas you choose. If your adviser works in a practice on Wealth Locker, the practice's admins can view and edit your Locker, colleagues the practice allows can view it, and the practice can move you to another adviser in the practice. You can remove an adviser at any time. Our support team can access your account only when helping you, and changes they make through our admin tools are recorded with who made them.
Yes. Change or cancel from your account settings whenever you like. If you cancel a paid plan, you keep access until the end of the billing period you've already paid for, then your Locker moves to limited no-cost access: your documents stay, uploads are capped, and reminders stop. Your data isn't deleted unless you ask us to.
PDF, image, spreadsheet, and Word documents in the most common formats. Snap a photo of a paper policy or forward a document from your email — either way, it lands in your locker and our AI gets to work on it.
No. Wealth Locker organises your documents and helps you see what you have — it doesn't give financial or legal advice. AI-generated summaries and health checks are general information, not personal recommendations. Talk to a licensed adviser or lawyer for advice.
Get in touch
Questions about Wealth Locker? Send us a message and we'll get back to you — advisers welcome too.
Already have an account?
Sign in and open a request from Support — you'll see our reply there.
Sign inReady to get organised?
Upload your first document and see the AI in action. 14-day free trial, no card required.