| Features & Capabilities | |
|---|---|
| Premium Support Email support with a 24-hour turnaround, and online Zoom support if needed, available from 9:00 AM to 5:00 PM (AEST). | |
| Free Software Updates | |
| Revenue & Commission Management | |
| Fund Manager billing automation | |
| Pre-defined billing paragraph templates | |
| Allocate commissions to the correct adviser automatically | |
| Allocate commissions to the correct revenue type automatically | |
| Import payment files from fund managers/insurers/suppliers | |
| Generic payment file import option | |
| Match invoices with payments automatically during imports | |
| Commission clawback handling | |
| Billing & Invoicing | |
| Ad-hoc billing for one-off items | |
| Track outstanding invoices at a glance | |
| Multiple invoice templates | |
| Invoice-level communication log | |
| Recurring billing setup | |
| Client statements generation | |
| Invoice and statement reminder emails | |
| SMS reminders for outstanding payments | |
| Automated reminder scheduling | |
| Batch email multiple invoices at once | |
| Integration and transaction sync with accounting ledger (Xero and MYOB) | |
| Debtor balance reconciliation | |
| Collect payments directly via email link | |
| Collect card payments over the phone | |
| Automatic recurring payment collection | |
| Multi-entity billing support | |
| Full payment history tracking | |
| Manage credits and overpayments | |
| Invoice and payment reversal options | |
| Supplier / Fund Manager / Insurer Management | |
| Supplier and provider database | |
| Maintain supplier and fund manager contact details | |
| Link suppliers/fund managers/insurers to clients | |
| Client & Contact Management | |
| Centralised client database | |
| Maintain detailed client and contact records | |
| Customisable linked fields for client data | |
| Adviser-Client relationship mapping | |
| Bulk update adviser-client relationships | |
| Multiple contact types (addresses, phone, email, etc.) | |
| Complete client communication history log | |
| Manage client groups (e.g., families, entities) | |
| Map policies and agreements across Fund Managers/Insurers, Advisers, and Clients | |
| Employees & User Access | |
| Secure user access control with role-based security groups | |
| Capture additional employee details with linked fields | |
| Reporting | |
| Pre-built standard reports | |
| Automated scheduled report delivery | |
| Add-Ons | |
| Client Portal (secure online client access) | Fee applied |
| Custom report requests | Fee applied |
| Cerebiz Advanced Budgeting & Reporting Add-on | |
| Pricing will be provided upon request | |
| Cerebiz Financial(Company) Budget & Reporting | |
| Xero and MYOB ledgers | |
| Cerebiz (Multi-Entity, Company) Consolidation & Reporting | |
| Any combination of Xero and MYOB ledgers | |
| Customisable Partner Report Pack(s) | 3 |
| One-time setup and configuration | Fee applied |
Pricing is based on three factors:
All core features are included in your subscription, with optional add-ons such as the Client Portal and custom report requests.
If your firm grows beyond the included limit, you can purchase additional client packs or transaction packs (available in bundles of 100). This ensures your plan scales as your business expands.
Yes. A minimum of 3 users is required per subscription plan.
You can choose a monthly plan with no long-term commitment, or commit to a 12, 24, or 36-month plan and receive a discount while still paying monthly.
When you commit to a 12, 24, or 36-month plan, you’ll receive a 3.5%, 5%, or 7.5% discount respectively. The subscription fee is still payable monthly.
Yes. Every subscription includes the full PM Hub Wealth feature set. Add-ons such as the Client Portal and custom report requests can be purchased separately.
Yes. You can adjust your plan at any time. If you need more capacity, you can purchase additional client or transaction packs. If your requirements reduce, you can switch to a lower plan once your contract term (if any) ends.
No. We do not offer a free trial. However, you can start with a monthly pay-as-you-go plan and cancel anytime without long-term commitment.
All plans include email support (24-hour turnaround) and online support via Zoom during business hours (AEST).
PM Hub Wealth is a highly automated solution and includes all core features in every plan, so you don’t pay separately for essential modules. Pricing is straightforward, with costs based only on clients, users, transactions, and optional add-ons.
AFSL businesses often experience changes in client numbers and transaction volumes. With PM Hub Wealth, you can scale easily by purchasing additional packs when needed and benefit from contract discounts for longer commitments.
Join hundreds of teams already using PM Hub Wealth to manage their Revenue Management Business efficiently.
Contact Us