Portfolio Manager

Portfolio Manager allows investment professionals to overlay mass portfolio management within highly tailored client protocols. Portfolio Manager’s collaborative wealth management technology simultaneously improves client service and reduces business risk.
Read more...

Portfolio Express

Portfolio Express is a web-based modelling service designed for brokers, advisers and wealth managers who actively manage client portfolios. Able to be deployed on any desktop, anywhere in the world, Portfolio Express reduces time, minimises effort and controls expense.  Read more...

Latest News and Events

The wealth management industry is adapting to changing business models in a number of innovative ways, not simply stopping at the implementation of model portfolios.

Read more…

Latest Whitepaper

Across the global business spectrum, enlightened companies are engaged in adding a new unit to the corporate knowledge pool: mass customisation.

Read more...

Blog Posts

Will increasing the SGC be good for the mainstream wealth management and superannuation industry?

Read more...