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.
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 …