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No clunky tools. Just planning that’s smoother than your latte.


AffordX turns complex financial data into a simple, beautiful plan. No spreadsheets, no headaches, just actionable advice.


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Why Financial and Mortgage Advisors Love It

Automated Insights
Instantly generate personalised advice from client fact find data, no manual crunching required.

Powerful Scenario Planning
Explore “what-if” situations across mortgages, investments, and retirement.

Client-Ready Reports
Deliver beautiful, easy-to-understand plans with interactive visuals and summary insights.


How It Works


Collect Client Data Easily

A client-friendly fact find that’s quick, clear, and frictionless.


Analyse Instantly

Automatically Interprets financial goals, income, expenses, and more instantly.


Multi-portfolio Analysis

Model multiple "what-if" scenarios with just a click. No spreadsheets required.



 

Visual Over Textual

Show growth, cashflow, and debt reduction using beautiful interactive visuals

 

Fast and Simple

Built for busy advisors. Everything just works, without the tech headaches.


 

Open Banking Integration

Securely connect to clients’ real data using Open Banking tools.

Mortgage Advisors

Built for brokers who want to win client trust with smart, automated advice. AffordX turns fact find data into a living financial plan.

It helps mortgage advisors deliver both mortgage and financial advice with ease, freeing up time to focus on high-value work like strategy, relationships, and outcomes.

Financial Advisors & Planners

Whether you’re planning retirement, budgeting for lifestyle changes, or exploring investment scenarios, AffordX delivers the tools to engage and advise with clarity.

Clients

Advisors use AffordX to deliver transparency and simplicity to their clients helping them make confident, informed financial decisions that align with their goals.

Ready to simplify planning and scale your advice?