Netwealth Superannuation Master Fund Address

[Vanya Lamunyon]

Formany wealth managers, a core piece of technology infrastructure to deliver their services to clients is some form of Portfolio & Wealth Management System. With the business needs of wealth managers expanding, from data to regulatory to clients and more, this piece of infrastructure has evolved significantly over the years, moving from a core accounting and portfolio management focus to a broader set of functionalities to support a wider set of responsibilities. Our Portfolio & Wealth Management Systems business need covers tools and solutions that support the administration and management of financial and non-financial assets as well as those platform providers that support wealth managers with their core technology infrastructure.

Croesus Central is a portfolio rebalancing solution that combines automated rebalancing, modelling, investment compliance, and tax efficiency. This cloud-based solution is designed for discretionary portfolio managers working in private banks or investment firms. It features customisation and integration capabilities with existing portfolio management systems.Financial institutions face recurring problems when it......

Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs.Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients.......

Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi......

As part of ObjectwayPlatform, Advisor Compensation & Audit is the revenue and compensation engine to manage relations with sales force and intermediaries concerning pay-in & pay-out calculation, fees, commissions and incentives. The application includes monitoring and interception of potential irregularities in sales organisation that could bring operational risks, financial losses and......

As part of ObjectwayPlatform, the Mutual Fund Administration process covers all back-office needs of a fund manager or outsourcer, through the accounting of mutual funds, share price calculation (Net Asset Value), control of regulatory constraints and fund rules. It also manages investment fund participation (Transfer Agency) with maximum flexibility in compliance......

Huge opportunities exist for small or scaling companies to take advantage of new and highly skilled software engineering resource pools in low-cost locations.However, major barriers and logistical challenges exist for companies without dedicated technology management teams or those which lack experience or the necessary bandwidth to source and manage remote......

Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......

At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets.To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......

The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and......

7IM Platform in numbers (31 May 2022)GB14.2 billion AUM36,679 clients2,033 advisersEasy to do business withSuperior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing......

What are the benefits?Flexibility and scalability allow you to control your implementation.CloudManagementScalabilityImproved AccessUser ExperienceNo MigrationSharePointReporting and WorkflowSingle sign-on...

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution.Expand into new markets, new regions, and new lines......

Data IntegrationAdviceCloud connects the tools you use every day. Link your managed accounts at your custodian to your households in your CRM solution. Track your tasks and reminders in your CRM platform alongside your clients' portfolio information.Not just data; ActionCalls to action not only point out client needs but help guide......

Optimize everything you doThe tech stack you need to maximize and deliver your firm's unique value proposition.Elevate the client experienceProvide an unparalleled, modern experience for your clients as you lead them towards long-term, financial success consistently and transparently.Simplify wherever possibleAutomate complex workflows across the entire relationship life cycle, from account......

Our advisor dashboard, AdvisorEXP, offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get this with a single data source, making it the ideal solution for managing and expanding your business.Our platform is built on years of industry knowledge and hands-on......

Advice Online allows you to advise your clients consistently and with the highest quality possible. You can create the required documents for yourself and the custodian more efficiently than before.Advice Only grants you more time to take care of your customers even more intensively and to cement relations....

Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are......

Staying ahead of fast-moving markets requires buy-side firms to sustain incredible agility. Bloomberg helps you do exactly that. Whether you are focused on achieving alpha, reducing portfolio costs, managing risk and compliance, or optimizing execution, Bloomberg provides solutions that meet critical business needs across the entire trading workflow.For buy-side firms,......

ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including:1. Pre-trade compliance rules with the Compliance and Order Management System2. Orders can be created automatically and executed via FIX engine or by......

The ALIS solution includes:Working with clients to translate their investment objectives into an asset allocation model, defining and sourcing the data requited to run the strategy.Analysis using single security level models to identify relevant investment signals, training the artificial agents to manage the portfolio.Back-testing and tuning the investment strategy including......

Portfolio AnalysisDetailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility.Trade Order ManagementSimulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping.Compliance MonitoringRule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......

This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......

Allocare WEB is the online information and reporting tool for investors and asset managers. It is a competitively priced solution for fast and secure online access via the internet to an Allocare AMS database in your corporate look and feel. Optimized access also via Tablets (iPad and Android).Allocare WEB offers......

Your trusted partner for technology and servicesOur solutions 100% cloud based support buy-side advanced needs for portfolio management system, wealth & distribution platform and specialized solutions for the full coverage of the investment lifecycle. ALTO Investment Platform: A modular platform covering the entire asset management value chain for asset managers and......

AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices.The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......

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