Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients.
Midwinter is a leading Australian financial advice technology company which was founded in August 2006. Since inception, the company has focused on creating innovative software solutions within the financial services and superannuation industries. Midwinter’s clients range from large banks, government institutions and superannuation funds to small independent practices. Midwinter has been providing specialised, cutting edge IT services and systems to the financial services industry for 10 years, with all three founders possessing extensive knowledge and experience in both the financial services and information technology industries.
Moneysoft’s heritage lies within the financial services industry, supporting strong financial advice.
We firmly believe that Cash flow is the foundation of saving and investing. Our solutions are built upon this principal.
In 2012 ex-accountant and former financial adviser Peter Malekas, founded Moneysoft with a clear vision, to empower all Australians to take more control of their finances, in particular their cash flow.
Our name is an abbreviation of ‘Money soft-ware’ and Moneysoft has become a well established independent Australian technology company, providing leading-edge Personal Financial Management (PFM) tools and solutions, supporting financial professionals and individuals.
It is used by many professionals, from Financial Advisers and Planners, Money Management coaches, Mortgage Brokers and Superannuation funds and more.
NowInfinity is a technology company with a progressive and dynamic cloud based documentation and entity management platform, with features enabling rapid company formation with ASIC, compliance tools and legal document templates for entity establishment and management.
The solution is used by accounting, bookkeeping, financial advice, SMSF specialist, super administration and legal firms. It provides users with legal templates, entity registers, corporate compliance administration and fee management, SMSF compliance, trust management, document collaboration and data integrity via its integrations with but not limited to, Xero, Microsoft Dynamics, salesforce.com, Class and electronic signatures – DocuSign.
AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established in 2006, AdviserLogic now has a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper.
In 2015, the company launched the now very successful PayLogic solution – helping Licensees simplify and de-risk their business-critical Revenue Management task – and this year AdviserLogic won the 3 primary awards from the annual Investment Trends research. Importantly, it was the third year in a row that the company won in the “ease of use” category, the second year in a row for the “value for money” category, as well as the overall satisfaction award for the first time.
Astute Financial Planner and Astute Estate Planner were developed to help financial advisers:
- Educate Clients: by being able to simplify the complex and explain to clients what the benefits of financial planning strategies are in plain English.
- Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
- Increase Sales: by showing real value and to easily justify fee-for-advice.
- Improve Efficiency: by gathering key information from prospects and existing clients prior to meetings to spend more time discussing how they can help their clients.
- Tighten Control: by being better prepared for meetings so the real value of advice is shown early in client the meeting and advice process.
- Improve Compliance: by quickly and easily producing comprehensive file notes which also save time on para-planner briefings.
- Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.
Feedsy helps time poor advisers attract and retain clients with newsletters for the digital age.
People engage with awesome stories on beautiful and mobile friendly branded web pages, emails, apps and social media.
Many advisers enjoy the interesting range of weekly stories delivered by Feedsy and the ease of which they are to review, auto-publish and share on social media. While others simply enjoy the time saving convenience of posting and multi-publishing their own content.
That's great news for advisers and their customers – however you look at it.
Feedsy: Great stories; straight to your clients; direct from you.
Financial Mappers launched in 2016 delivers consumer education and involvement in their financial planning process. Our unique consumer usable modelling software allows consumer data entry and holistic examination of multiple alternative outcomes. Our software is separate from advisory planning software and can be used in full service face to face consultations, maintaining close client engagement. Our selectively shared information and tailored reports allows efficient on line low cost servicing for large numbers of advisory or institutional clients on an almost fully individualized basis.
Spike is a content discovery platform that drives content recommendations to your target audience, helping to amplify your message and connect with customers. Spike is the ideal platform for any brand or business looking to connect with new customers and prospects, and help them discover interesting content. Amplify your content today with Spike.
PLAN Australia was established in 1999 and is one of Australia’s largest mortgage aggregation groups, with approximately 1,300 mortgage professionals in their membership. As a leading service provider of premium aggregation services for growth oriented mortgage brokers, PLAN Australia has remained at the forefront of the industry over the last decade, uniting a network of leading mortgage professionals to drive career and business excellence. Our focus is on evolving with our members to give them the tools and knowledge to become the preferred mortgage broker destination for residential, commercial and asset finance advice.
Valenta BPO Solution was established in 2014, to provide efficient paraplanning, loan processing and admin solutions to Financial Planners and Mortgage Brokers.
We have a team of 150+ operational staff and offices in Brisbane, Melbourne, Hong Kong, Bangalore (India), Penang (Malaysia) and Yerevan (Armenia). Our clients vary from large dealer groups to individual practices. We understand the day to day operations of an advice practice and as such, we are able to add value across various functions. Our part time admin solutions start from $900 per month and part time paraplanning solutions starts from $1,250 per month. Having offices 2 hours, 4 hours and 6 hours behind AEST allows us to delivery work overnight and in essence make your operations 24/7.
Momentum Intelligence is a market-leading research and intelligence business focused on Australia’s property, professional and financial services sectors. It specialises in data collection and interpretation, helping organisations better understand their markets and make more informed business decisions. Momentum delivers both qualitative and quantitative research analysis and reports, drawing on one of the largest and most engaged research databases in Australia.