Financial planning
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.
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.
Made for the way you advise
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 — helping you deliver both mortgage and financial advice with ease, freeing up time for 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.