An all-in-one client portal that has innovative, digital tools for fact finds, collaboration and compliance to maximise business efficiencies and client engagement.
Sharesight
Sharesight is an award-winning online investment portfolio tracker used by over 400,000 DIY investors and finance professionals in …
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 …
Ox Capital Management
Founded in 2021, Ox Capital Management (OxCap) brings together a team of experienced emerging market investors led by …
Fintalkr
FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more …
Vanguard
Vanguard isn’t owned by public shareholders. It’s owned by the people who invest in our funds. Our owners …