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

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.