Your brand.
Our AI.
Australian wealth
management, white-labeled.
Sylvaryn is the portfolio management and SMSF compliance platform built for Australian financial advisers and accountants. Automated CGT reporting, franking credits, EOFY tax reports, and KYC — deployed under your brand in minutes.
Trusted by wealth management firms managing Australian client portfolios
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.
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.comor your own domain -
Upload your logo and set your brand colours in the admin panel
-
Branded client-facing emails, PDF reports, and statements
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
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 ProgressStart free. Scale as you grow.
No setup fees, no lock-in contracts. Pay for what your firm actually uses.
Explore the platform. No credit card required.
- Up to 5 clients
- Portfolio tracking
- Basic CGT calculator
- White-label
- KYC automation
For boutique practices getting started.
- Up to 50 clients
- Full white-label
- AI CGT engine
- Franking credit optimisation
- Automated KYC
For established practices scaling fast.
- Up to 250 clients
- Full white-label + custom domain
- AI CGT + SMSF compliance
- Automated KYC workflow
- Adviser + practice management
Dealer groups and institutional-scale deployments.
- Unlimited clients
- Multi-practice dealer group
- SSO / LDAP integration
- Dedicated support & SLA
- Custom integrations
| 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 | — |
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.
Frequently asked questions
Questions Australian advisers, accountants, and SMSF trustees ask before signing up.
What is SMSF portfolio management software?
SMSF portfolio management software helps self-managed super fund trustees and their advisers track investments, monitor SIS Act compliance, manage tax obligations (including CGT and franking credits), and generate EOFY reports. Sylvaryn provides all of this — white-labeled under your firm's brand.
How does Sylvaryn automate EOFY tax reports for Australian clients?
Sylvaryn automatically calculates capital gains and losses across all client portfolios, applies the 50% CGT discount for assets held over 12 months, tracks franking credits, and generates compliant EOFY tax reports as branded PDFs — ready for your client or their tax agent before 30 June.
Does Sylvaryn handle capital gains tax (CGT) reporting for Australian investors?
Yes. Sylvaryn's built-in CGT engine tracks every tax parcel across all portfolios, applies the 12-month CGT discount rule automatically, identifies tax-loss harvesting opportunities before 30 June, and produces ATO-compliant CGT reports. It handles individual, SMSF, and trust structures.
How does Sylvaryn manage franking credits for Australian share portfolios?
Sylvaryn tracks franking credits on all Australian share holdings, calculates grossed-up dividend income, optimises credit utilisation across portfolios, and includes franking credit data in EOFY tax reports. This is especially valuable for SMSF trustees in pension phase who can receive full franking credit refunds from the ATO.
Is Sylvaryn suitable for Australian financial advisers with an AFSL?
Yes. Sylvaryn is built specifically for Australian financial advisers, dealer groups, and accountants operating under an AFSL. The platform is designed around Australian tax law — ATO CGT rules, SIS Act SMSF compliance, and AUSTRAC KYC/AML requirements.
Can accountants use Sylvaryn for tax reporting across multiple clients?
Yes. Sylvaryn is a multi-tenant platform — accountants and advisers can manage hundreds of clients across individual, SMSF, trust, and company portfolio structures. The platform generates EOFY tax reports, CGT schedules, and transaction histories for each client, all branded to your firm.
What is Division 293 tax and does Sylvaryn track it?
Division 293 is an additional 15% superannuation tax on high-income earners (income plus concessional contributions above $250,000). Sylvaryn tracks contribution and income data relevant to Division 293, helping advisers identify clients who may face a liability before the ATO issues an assessment.
What does white-label wealth management software mean?
White-label wealth management software runs entirely under your firm's brand — your logo, your domain (e.g. clients.yourfirm.com.au), your colour scheme. Clients never see the underlying platform. With Sylvaryn, everything from the client portal to PDF reports carries your firm's identity. Setup takes minutes.
Ready to launch your
branded platform?
Join the firms delivering a premium digital wealth experience to their clients — without building the technology from scratch.