Why we exist
Wealth management has underinvested in technology-driven services in favour of building more financial products. We are at a tipping point where the demand for financial advice outweighs the supply of quality service providers.
- The competitive landscape will be driven by technological superiority over scale.
- Providing your clients and staff with the very best digital tools to do their jobs will help you grow and retain the very best talent.
- Investors have experienced technology transformation in every aspect of their lives and now expect their professionals to give them the very best digital experience.
- We play a role in helping wealth management companies make better technology decisions by not repeating mistakes of the past.
- AFSL Technology Roadmaps
- Advice Technology Advisory for IFAs.
- Finura Insights - Research joint venture with Investment Trends.
- Advice Technology Strategy for Product Manufacturers
- Go to Market Strategy for Wealth Tech Providers.
- Transformation Project Management
- Technology configuration and design
- Process design and engineering
- Outsourced CTO Service for IFAs. (download brochure)
- Data Management & Visualisations
- API Development Services
- Advice Library
- Digital Marketing Content Services