Client Portal
Want the number first? Our pricing is published: AgileCORE from $85 and AgileCOMPLETE from $130 per user per month ex GST, plus the AgileSECURE add-on at $44, which we strongly recommend for a practice holding client financial data. Estimate your monthly figure in two minutes, or book a conversation.
Four questions worth asking yourself
Could the practice keep operating if you lost access tomorrow
Planning is a relationship business, which makes it a key-person business, which makes it fragile in ways the balance sheet does not show. These are the questions we ask in a first conversation, and the answers tell us more than any audit.
If an adviser were unreachable for a fortnight, could someone else serve their clients?
If the answer depends on that person's mailbox, laptop or memory, the practice has a continuity problem regardless of revenue. Client material belongs in a governed location that the practice controls, not in one person's working habits.
Could you assemble everything behind a 2021 piece of advice this afternoon?
The advice file has to be complete and findable years later. That is decided by how documents and mail are stored and retained, long before anybody asks for them.
Does anyone still have access who should not?
Practices use paraplanners, contractors and outsourced support, which is sensible. What is not sensible is access that outlives the engagement because removing it was nobody's job.
If a client's details were used to impersonate them, would you know?
A practice mailbox holds enough to be convincing. Controls on mailbox rules, forwarding and unusual sign-ins matter more here than in most businesses, as does verifying payment changes outside email.
What is actually at risk
Your obligations do not pause because a system did
A licensee has to manage its risks adequately and keep proper records, and the Privacy Act applies to everything a planning practice holds about a client and their family. Neither duty has a technology carve-out.
Where a specific obligation applies to your practice, we will say so plainly rather than selling around it. Our compliance obligations page sets out what applies to Victorian businesses, and AgileSECURE is aligned to the SMB1001 maturity framework.
A practice does not usually fail a client through bad advice. It fails them by losing the record of good advice, or by letting the wrong person reach it.
Scope
What we take responsibility for
Agreed in writing on day one in a Responsibility and Accountability Matrix.
The client record
Microsoft 365 structured so documents and mail live in one governed place, with retention configured rather than remembered, and restores tested by doing one.
Who can reach it
Multi-factor authentication, role-based access, and reviews when advisers, paraplanners and contractors join, change role or finish.
Everything underneath
Devices standardised and monitored wherever advisers work, endpoint protection aligned to SMB1001, and the software vendors handled so your practice manager is not the integration layer.
Published pricing
AgileMANAGED: structured IT from $85 per user / month
We publish our pricing because a practice that budgets properly deserves to know the number before the first meeting, not after the third.
AgileCORE
Remote support, monitoring, security baselines and Microsoft 365 management. Suits a practice that is well set up for remote delivery.
View AgileCORE →AgileCOMPLETE
Everything in CORE, plus onsite support, managed servers with 24/7 monitoring, and quarterly business reviews.
View AgileCOMPLETE →Where we work
Based in Mornington, working across the bay
Agile IT Solutions has been based in Mornington since 2007. Many of the advice practices we look after sit around Brighton and the Bayside strip, close enough that onsite is practical when it is needed. Most issues are resolved remotely, and onsite support across our service area is included with AgileCOMPLETE.
If you would rather see how we work before talking about your own practice, our case studies set out what we actually did and what changed.
Questions
IT questions from planning practices
Do you support our planning and modelling software?
We do not write your planning software and we are not pretending to be its consultant. What we take responsibility for is everything underneath it: devices, the Microsoft 365 tenancy, access control, connectivity, backup and the vendor relationships, so the software has a stable base to run on and somebody to call when something is wrong. When the issue sits with the software vendor, we deal with them rather than handing you back a ticket number.
How should we handle paraplanners and outsourced support?
With access that is deliberate and time-limited. Give them what the work requires, in a place the practice controls, and remove it when the engagement ends, with a record showing it happened. The common failure is not that outsourcing is risky, it is that access granted for one project quietly becomes permanent.
We already have an IT company. Why would we change?
Usually because nobody is managing the environment, only responding to it. The test we suggest is simple: ask your current provider when a restore was last tested, who has administrator access, and what is scheduled for replacement next quarter. If those answers are not readily available, the issue is ownership rather than effort.
How secure does a small planning practice actually need to be?
Secure enough that a client's financial position and identity documents are only reachable by people who need them, and that you could say so with confidence if a client or a licensee asked. In practice that means multi-factor authentication, role-based access, managed devices, tested backups and monitoring. AgileSECURE delivers that aligned to the SMB1001 maturity framework, and it is the add-on we recommend for any practice holding client financial data.
Are we too small for this?
We work best with businesses of roughly 5 to 50 staff, and smaller teams growing into that range. If your practice is three people and everything is working, you probably do not need us yet, and we will say so. The point at which this becomes worthwhile is usually when technology decisions start waiting because nobody owns them.
How do we get started?
A discovery conversation. We look at what your practice runs on today, how it is managed, and where the gaps are, then set out what a structured managed service would look like. No obligation and no quote pushed at you in the first meeting.