Great financial services businesses aren't built on great advice alone. They're built on how efficiently and scalably that advice reaches clients as a compliant record. When more of your team's time goes into recording advice than creating it, growth stalls and clients wait. Crux is built by advisers, for advisers, to close that gap — backed by 25 years of experience running financial advice practices.
Crux runs the whole advice journey, not just the document at the end of it. From the first meeting note to a signed file in the client's hands, here's what works underneath.
Meeting notes in, a compliant RoA, WIS or SOA out — built on deterministic templates, not a black box. You review, annotate, and approve every word.
Crux allocates tasks and handoffs across adviser, paraplanner and admin, so everyone sees what's theirs. Open items, follow-ups and obligations are tracked to completion, so nothing stalls on a chase or quietly falls through.
The right tool at each step, not AI bolted over everything.
Every edit and every AI call is logged. A full revision history and AI-usage trail sit ready for compliance; no assembling a paper trail after the fact.
Share documents, gather approvals and capture legally binding e-signatures without your clients ever leaving a secure portal.
Crux measures throughput and time spent in every step of every workflow. You see where work is banking up, who's carrying too much, and which step is quietly costing you days, so you can manage the team on evidence instead of instinct.
All client data is stored at rest in Australia.
AES-256 encryption on data at rest, and TLS on everything in transit, so client information is unreadable both in storage and on the wire.
MFA is built in, and your firm can enforce it across the org, so a leaked password on its own isn't enough to reach a client file.
We run regular security reviews — human-led reviews alongside automated AI security reviews — so problems surface on our schedule, not an attacker's.
Most advice software is built once, for everyone; the same square peg handed to every firm, and you're the one expected to hammer it into place. Crux is built the other way around. Our infrastructure is designed from the ground up to make customising the system for a single firm fast and routine, not a special project. At setup we sit with your team and shape it around the way you already work. After that we keep building with you, because your processes will keep evolving, and the software running them should evolve too.
Premium output, no compliance shortcuts, and an operating standard your team is proud to work to.