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What is SelfWealth?

Engage effortlessly in the buying and selling of shares using our top-rated trading platform, SelfWealth, designed to streamline the setup of a complimentary trading account for individuals, joint accounts, SMSFs, trusts, and corporations alike. Upon creating your free account, you will also receive access to a secure SelfWealth cash account, facilitating easy fund transfers straight from your bank via bank transfer or BPAY. You can take advantage of our user-friendly online trading platform to acquire stocks, ETFs, and a variety of other securities available on both the Australian and US stock exchanges. Real-time pricing is available on both the stock and order pages, enabling you to keep track of your investments—including gains, losses, current prices, and daily changes—through our dynamic portfolio feature. In addition, you can utilize our exclusive market research tools, which encompass market analysis, a stock screening tool, and insights into trending stocks, ensuring you are well-equipped to make informed investment decisions. With these powerful resources at your disposal, you can navigate the world of trading confidently and effectively. Furthermore, our commitment to user satisfaction means you’ll always receive the support you need to enhance your trading experience.

What is Cloudoffis?

Cloudoffis is a cloud-driven software solution that utilizes artificial intelligence to improve the efficiency of accounting and auditing tasks, particularly by simplifying compliance, documentation, and workflow management for industry professionals. This platform provides a robust suite of integrated tools designed to automate the preparation, evaluation, and submission of financial workpapers, enabling accounting teams to effectively manage their documentation and collaborate seamlessly with auditors through a centralized online platform. By prioritizing the automation of Self Managed Super Fund (SMSF) accounting and auditing responsibilities, Cloudoffis facilitates the straightforward creation of structured and compliant workpapers, which can be effortlessly shared with auditors at the touch of a button. Its diverse modules, including SMSF Sorted, SMSF Automation, and Tax Sorted, work together to streamline accounting and auditing processes, substantially reducing the requirement for manual data entry while enhancing turnaround times and ensuring compliance with regulatory obligations. Additionally, by incorporating cutting-edge technology into conventional methods, Cloudoffis enables teams to dedicate more time to strategic decision-making instead of being overwhelmed by routine administrative duties. Ultimately, this innovative approach not only boosts productivity but also enhances the overall quality of financial reporting and auditing.

Media

Media

Integrations Supported

CAS 360
Docusign
LSEG Due Diligence Centre
Microsoft 365
SuperMate
Xero

Integrations Supported

CAS 360
Docusign
LSEG Due Diligence Centre
Microsoft 365
SuperMate
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$9.50 per trade
Free Trial Offered?
Free Version

Pricing Information

$150 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SelfWealth

Date Founded

2012

Company Location

Australia

Company Website

www.selfwealth.com.au

Company Facts

Organization Name

Cloudoffis

Company Location

Australia

Company Website

cloudoffis.com.au

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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