About Mantle

What Mantle is

Mantle is a client-management and workflow platform built for Australian financial advisers. It sits alongside your existing licensee, CRM, and file storage — drafting follow-up emails in your voice, generating Statements of Advice from meeting notes and client files, and tracking every policy renewal across your book.

Why we built it

Most adviser tools were designed around compliance workflows rather than the day-to-day work of running an advice practice. That leaves advisers spending their time on formatting documents, chasing information, and hand-writing the same follow-up email for the tenth time this month.

Mantle takes those tasks off the desk. Real advisers use it every day; the product roadmap is driven by the friction they surface in the actual work.

How it fits into your firm

Mantle is software. It is not a licensee, not an advice network, and not a referral platform. You keep your current licensee arrangements, your existing product APLs, and your established client relationships. Mantle plugs into the tools you already use — Gmail, Dropbox, Outlook — and adds a workspace on top for the parts of your day that don't belong in email or a file browser.

Who's behind Mantle

Mantle is built by Square Peg Financial Pty Ltd (ABN 37 551 147 233), a boutique advice firm based in Brighton, Victoria. Square Peg Financial is a Corporate Authorised Representative (CAR 1283463) of Bombora Advice Pty Ltd (AFSL 439065).

The team behind Mantle are practising advisers and practice-management staff who use the product every day. That's the point: the platform evolves at the pace of the work it supports.

Get in touch

To book a demo, discuss whether Mantle would suit your firm, or ask a question, contact [email protected]. We reply within one business day.

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