Ark Total Wealth
From dated website to operating system for the firm.
An established Sydney wealth management firm was losing prospects to better-looking competitors, scattering its internal operations across Monday, Harvest, and Excel, and spending $38,000 a year on a fragmented accounting SaaS stack. Cuebites delivered a brand and website rebuild, a custom work monitoring platform, and a purpose-built accounting package that replaced the bulk of their SaaS spend — all sharing a single client database.
- Recovered SaaS spend
- $32k / yr
- From replacing the accounting stack
- New prospect enquiries
- +45%
- In the first three months post-relaunch
- Client
- Ark Total Wealth
- Industry
- Wealth Management · Accounting
- Region
- Sydney, AU
- Engagement
- Brand + platform + SaaS replacement
- Web Development
- Custom Software Development
- UI/UX Design
- SaaS Replacement
01 · Challenge
Three compounding problems.
A dated website quietly losing referrals, internal operations scattered across half a dozen tools, and an accounting SaaS stack costing $38k a year that the team still had to work around.
Before · The legacy stack
- Legacy CMS websiteMarketing
- Monday.comTask tracking
- HarvestTime capture
- ExcelUtilisation
- Google DocsClient reviews
- Xero Practice Manager + FYI + NowInfinityAccounting workflow
Accounting SaaS spend
$38k+ / yr
Ark Total Wealth is an established Sydney-based wealth management and accounting firm serving high-net-worth clients across Australia. Despite strong client relationships built on word-of-mouth referrals, the business was held back by three compounding problems.
First, their public-facing website was over eight years old, built on a legacy CMS, and looked noticeably dated next to competitors. New prospects researching wealth management firms online were quietly choosing competitors with more professional digital presence — a pattern the partners only noticed after analysing why their referral-to-consultation conversion rate had been steadily declining.
Second, their internal work monitoring was scattered across a patchwork of tools: Monday.com for task tracking, Harvest for time, Excel for utilisation, Google Docs for client reviews, and a separate spreadsheet for advisor capacity planning. Partners had no single view of what each advisor was working on, which clients were in progress, and whether the firm was profitable on any given engagement.
Third, the firm was spending more than $38,000 a year across an accounting SaaS stack — Xero Practice Manager, FYI Docs, NowInfinity, a separate workflow tool, and half a dozen smaller subscriptions — and the team still had workarounds for everything. Accountants were exporting data from one tool, reformatting it in Excel, and importing it into another multiple times a day.
02 · Solution
Brand, operations, and SaaS replacement — one database underneath.
A three-part engagement over nine months: a website and brand rebuild on the surface, a custom work monitoring platform in the middle, and a purpose-built accounting package replacing the bulk of the SaaS stack.
Brand refresh and website rebuild
We redesigned Ark's brand identity — logo refinement, colour system, typography rules — and rebuilt their marketing website on Next.js with a custom CMS. The new site leads with the firm's actual advisors, real portfolio outcomes, and a clean prospect journey from education content through to consultation booking.
Work monitoring and operations platform
A multi-faceted work monitoring system tailored to how wealth advisors and accountants actually operate. It combines client case management, project and milestone tracking, time capture (with automated entry from calendar and email activity), advisor capacity planning, utilisation dashboards, and real-time profitability reporting per client and engagement. Partners now see firm-wide performance on a single dashboard — who is overloaded, who has capacity, which clients are profitable, and which engagements are slipping.
Custom accounting package
We replaced the bulk of their SaaS accounting stack with a purpose-built accounting and wealth management platform. It handles client onboarding and KYC, document collection and classification, recurring compliance workflows (BAS, tax returns, SMSF audits), engagement letters with e-signature, automated checklists per service type, and an integrated client portal where clients upload documents, review statements, and sign off on deliverables. For the wealth side, we built portfolio dashboards that pull from existing data feeds and present client holdings, performance, asset allocation, and upcoming review dates in a single view.
Project gallery
Slide 1 of 3
03 · Results
What changed, in numbers.
Across lead flow, internal efficiency, SaaS spend, and client experience — a firm that now runs on information its partners had asked vendors for and never received.
What changed after launch across marketing, operations, SaaS spend, and client experience.
45% increase in new prospect enquiries within the first three months after the website relaunch. $32,000 per year recovered by replacing the majority of the accounting SaaS stack. 60% reduction in time spent on manual data transfer between systems. 3.2× increase in average session duration on the new marketing website.
Real-time profitability visibility across every client and engagement — a capability the partners had asked SaaS vendors for repeatedly and never received. And client portal adoption above 80% within six months of launch, reducing phone and email admin load on advisors significantly.
- +45%
- New prospect enquiries (first 3 months)
- $32k / yr
- Recovered SaaS spend
- −60%
- Time on manual data transfer
- 3.2×
- Average session duration on new site
- 80%+
- Client portal adoption within six months
04 · Voices
In their own words.
We had been told for years that you can't replace Xero Practice Manager with something custom — it's too complex, too regulated, too bespoke. Cuebites didn't just replace it; they built something that actually fits how we run the firm. And the wealth dashboards give our advisors information in a shape that no off-the-shelf product has ever come close to. The marketing website was the surface change, but the operations platform underneath is what changed the business.
Managing DirectorArk Total Wealth
Our tech stack
Built on Open Standards. No Vendor Lock-In.
Frontend
- React
- Next.js
- TypeScript
- Tailwind
Backend
- Node.js
- PostgreSQL
- Supabase
- AWS (Sydney)
AI & ML
- OpenAI
- LangChain
Integrations
- Xero
- MYOB API
- Twilio SMS
We build with open-source, industry-standard technologies. Any competent developer can maintain or extend what we build. Your software, your stack, your choice.
