You're solo. Your clients deserve the experience of a top-tier firm.
You're solo. Your clients deserve the experience of a top-tier firm.
Xpert6 gives you the client portal, mandate management and infrastructure of a premium practice — in 30 minutes, not 30 months.
Your expertise is exceptional. Your infrastructure isn't.
You excel at strategy, analysis and coaching. But admin tasks, scattered tools and an artisanal image are holding back your growth.
15 hours of admin per week
Follow-up emails, PDFs sent by hand, manual invoicing, forgotten reminders. Your most valuable time is swallowed by administration.
An image that doesn't match your calibre
Your deliverables are excellent, but sent by email with a PDF attached at 11 PM. Your clients compare your experience to that of structured firms.
Clients who disappear between engagements
Without a portal, without continuous follow-up, your clients leave for the next consultant who shows up. You start from zero every quarter.
Two realities. One choice.
The typical solo consultant
The solo consultant with Xpert6
The infrastructure of a top firm. For one consultant.
Every feature is designed for the consultant who operates solo but wants to project the image and rigour of a large firm.
White-label client portal
Your logo, your colours, your domain. Your clients access their deliverables, reports and invoices in a professional portal that carries your brand.
12-phase mandate management
From prospecting to renewal, every step is orchestrated. Zero forgotten follow-up emails, zero lost deliverables.
Cortex digital intelligence
AI-assisted analyses, recommendations and deliverables. Triple your value produced per hour without sacrificing quality.
Stripe recurring billing
Automated monthly subscriptions. GST/QST calculated. Your clients pay without you lifting a finger.
Branded automated reports
Professional progress reports generated and delivered automatically. Your client receives impeccable follow-up.
Bookings and micro-consultations
No more free 'quick questions.' Every interaction has value, every time slot is monetized.
Three steps. A transformed practice.
Set up your portal
Your logo, your colours, your custom domain. In a few clicks, your client portal is ready to welcome your first clients.
Import your clients and mandates
Migrate your existing clients and set up your monthly subscriptions. Onboarding is included and guided.
Deliver like a top-tier firm
Your clients access their portal 24/7, receive automated reports and perceive the rigour of a structured practice.
Ready to project the image of a top-tier firm?
12-day free trial. 2 licences included. No credit card required. Full onboarding included. Your client portal is ready in under an hour.
No commitment. 90-day Triple Impact Guarantee.
