Software A-Z

A

Acurity Online  |  Superannuation

Acurity Online

C

Client Portal  |  Financial advice

How do you give clients a better investment experience, without getting buried under admin?

CommPay  |  Financial advice

CommPay

E

Execution Management System  |  Investment management

How do you give clients a better investment experience, without getting buried under admin?

F

Financial Advice Software  |  Superannuation

Financial Knowledge Centre  |  Xplan

Financial Knowledge Centre

Financial advice  |  Software

Build relationships that transform your business.

I

Investment management  |  Software

Technology for higher performance.

L

Life and pensions  |  Software

Helping you find & apply for the right products for your clients.

M

Mortgage sales and originations  |  Mortgages

Mortgages  |  Software

A better mortgage experience for everyone.

O

P

Portfolio System  |  Investment management

How do you give clients a better investment experience, without getting buried under admin?

Private Wealth  |  Software

Private Wealth

Pulse Symphony  |  Investment management

How do you give clients a better investment experience, without getting buried under admin?

S

SmartHub  |  Trading and market data

SmartHub

Superannuation  |  Software

Fund administration to member advice - and everything in between.

T

The Exchange  |  Mortgages

The Exchange

Trading and market data  |  Software

Faster, smarter trading for firms of every size.

Trigold  |  Mortgages

Trigold

V

X

Xplan  |  Financial advice

Xplan

Xplan Model Office  |  Xplan

Xplan Model Office

Xplan Portfolio  |  Xplan

Manage simple to sophisticated portfolios, across all investment types.

Xplan free data migration  |  Xplan

Offer ends 31st August 2019