On top of offering superior platform technology, we focus on empowering financial advisers to deliver on their clients’ investment objectives. We do this by partnering with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insight to a range of investment options.
With an unparalleled focus on innovation and client service, we pride ourselves on being responsive to markets and in building sustainable partnerships with our clients.
It is our goal to give our clients the confidence to build wealth through superior investment administration and managed account solutions.
LivePreso
We empower enterprise teams with the content and the platform to radically improve the quality and effectiveness of …
Sharesight
Located in Wellington and Sydney, our team hails from all corners of the world. We believe that a …
Paradino
Paradino is an AI note taker that summarises any internal or external meetings into a template of your …
Allan Gray
At Allan Gray, our highly focused investment approach lets us keep things simple, including offering our investors a …
MoneyGPS
moneyGPS is owned by Fiduciary: An Australian fintech created by two industry execs that brings the best of …
Fintalkr
FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more …