Now in early access — Australian firms only

Your brand.
Our AI.
Australian wealth
management, white-labeled.

Sylvaryn is the technology platform that powers wealth management firms. Built-in CGT engine, automated KYC, and SMSF compliance — ready to deploy under your brand in minutes.

No credit card required Free for 14 days AFSL-ready

Trusted by wealth management firms managing Australian client portfolios

firms onboarded
AUM managed
AU
tax law built-in
Platform capabilities

Everything your firm needs.
Nothing it doesn't.

Built ground-up for the Australian regulatory environment. Deployed under your brand in minutes.

White-label

Your firm's branding, your clients' experience. Custom domain, logo, colour scheme — no Sylvaryn branding visible to end clients.

AI tax engine

CGT discount tracking, franking credit optimisation, SMSF compliance — all computed automatically. Built for Australian tax law, not retrofitted.

Automated KYC

Full client onboarding with automated KYC workflow. Onboard clients fast with zero manual compliance paperwork. AUSTRAC-ready.

Launch in minutes

Free trial, no credit card, self-serve onboarding. Your branded platform is live before your next client meeting.

01 · White-label

Your firm's brand.
Everywhere clients look.

Clients never see Sylvaryn. They see your firm's logo, your colour palette, and your domain. From portfolio dashboards to KYC emails — it's entirely yours.

  • Custom subdomain — yourfirm.sylvaryn.com or your own domain
  • Upload your logo and set your brand colours in the admin panel
  • Branded client-facing emails, PDF reports, and statements
Your Firm Name
Wealth Management
Client Portal ● Live
yourfirm.com/clients
Statement emails ● Branded
From: noreply@yourfirm.com
PDF Reports ● Branded
Your logo · Your footer
CGT Discount
50%
12-month rule: met
Franking Credits
$3,840
Fully utilised
SMSF Status
Compliant
SIS Act: passed
Tax Saved (est.)
$8,220
This financial year
Tax-loss harvesting opportunity
Selling WBC now could offset $4,100 in realised gains before 30 June.
02 · AI tax engine

Australian tax law,
engineered in.

Not a generic platform patched for Australia. Sylvaryn was built from day one for the ATO's rules — CGT discount, franking credits, SMSF compliance, trust structures, and more.

  • Real-time CGT position tracking across all client portfolios
  • Automated tax-loss harvesting alerts before 30 June
  • SMSF investment strategy compliance checks
03 · Automated KYC

Onboard clients in
hours, not weeks.

The full KYC workflow — identity verification, source of wealth, risk profiling, suitability assessment — automated end-to-end. Your advisers review and approve; the platform handles the rest.

  • Digital onboarding link — client completes everything online
  • AUSTRAC-compliant AML/CTF program documentation
  • Adviser dashboard with pending approvals queue

KYC Onboarding — Jane Smith

In Progress
Identity verification
Passport verified · 2 mins ago
Risk profile questionnaire
Completed · Growth risk profile
Adviser review
Awaiting your approval
Portfolio setup
Pending approval
Pricing

Start free. Scale as you grow.

No setup fees, no lock-in contracts. Pay for what your firm actually uses.

Free
$0 /month

Explore the platform. No credit card required.

  • Up to 5 clients
  • Portfolio tracking
  • Basic CGT calculator
  • White-label
  • KYC automation
Get started free
Starter
$149 /month

For boutique practices getting started.

  • Up to 50 clients
  • Full white-label
  • AI CGT engine
  • Franking credit optimisation
  • Automated KYC
Start free trial
Most popular
Professional
$349 /month

For established practices scaling fast.

  • Up to 250 clients
  • Full white-label + custom domain
  • AI CGT + SMSF compliance
  • Automated KYC workflow
  • Adviser + practice management
Start free trial
Enterprise
Custom

Dealer groups and institutional-scale deployments.

  • Unlimited clients
  • Multi-practice dealer group
  • SSO / LDAP integration
  • Dedicated support & SLA
  • Custom integrations
Contact sales
Feature Free Starter Professional Enterprise
Client limit 5 50 250 Unlimited
White-label branding
CGT engine Basic
Franking credits
SMSF compliance
Automated KYC
Adviser dashboard
Limited to 12 firms

Become a Founding Partner

We're inviting a small number of Australian wealth management firms to shape Sylvaryn from the ground up. In exchange for active feedback, feature requests, and co-building the platform with us, Founding Partners lock in deeply discounted pricing — permanently — as we grow.

Locked-in pricing
Your rate stays fixed as Sylvaryn scales — even as we raise prices for new customers.
Direct access
A direct line to our engineering team. Your requests move to the top of the roadmap.
Co-builder status
Your firm's name and story featured on our site. You're part of what Sylvaryn becomes.
No commitment. We'll review every application personally.
14-day free trial · No credit card · Cancel anytime

Ready to launch your
branded platform?

Join the firms delivering a premium digital wealth experience to their clients — without building the technology from scratch.