Financial Simplicity helps wealth managers and financial advisers with: Model Portfolios, Managed Accounts, Portfolio Rebalancing, MDAs, & Compliance.
The SVX Platform is a cloud solution using the latest technology for Advisers, Accountants and their clients where all end clients personal and business information and related documentation is consolidated into a single solution.
Midwinter is a leading Australian financial advice technology provider, founded in August 2006 and has been providing specialised, cutting edge IT services and systems to the financial services industry for over 12 years.
Powered by Bell Direct, Desktop Broker is an investment platform developed exclusively for financial advisers and planners. It offers competitive brokerage rates, access to mFunds and a new managed accounts solution.
Your clients' entire financial world in one place! Spend less time chasing and more time engaging with a myprosperity wealth portal.
WealthO2 is a breath of fresh air for advice firms. Efficient, faster, lower cost and more flexible MAs, MDAs, managed funds and superannuation.
Efficient integrated financial planning software for wealth management and financial planning professionals.
Adviser Network is a professional, non-institutionally aligned business that assists industry and corporate superannuation funds provide financial advice, services and technology solutions to their members.