Software Provider | IMAP - Institute of Managed Account Professionals

Advice Intelligence

Address: Level 6, 37 Pitt St, Sydney 2000, NSW

Phone: 1300 242 384‬

a.i. is a leader in goals-based advice platform technology. We transform financial advice into an interactive, engaging experience consumers can be part of - centred around their life goals. » More Info

BT Panorama

Address: Tower 2, International Towers Barangaroo, Sydney 2000, NSW

Phone: 1300 784 207

BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard. With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. this vision is BT Panorama. » More Info

Challenger Limited

Address: Level 2, 5 Martin Place, Sydney 2000, NSW

Phone: 0457 194 913 Fax: 02 9994 7777

Challenger Limited is an ASX-listed investment management firm managing $96 billion in assets (as at 31 December 2020). » More Info

DASH

Address: Level 3, 157 Walker St, North Sydney CBD, Sydney 2060, NSW

Phone: 1300 726 008‬

WealthO2 empowers the advisers and their clients, both technologically through innovative efficient solutions as well as commercially, enabling reduction in administration burden and costs, and recovery of margin and control » More Info

FE fundinfo

Address: Level 10, 4 Martin Place, Sydney 2000, NSW

Phone: 02 8065 7187

FE fundinfo is a leading supplier of data, software, research & reporting tools to financial advisers, fund managers, platforms and research houses across Australia & internationally. FE fundinfo resulted from a 2018 merger between FE, fundinfo & F2C » More Info

Financial Recovery Technologies

Address: Level 14, 5 Martin Place, Sydney 2000, NSW

Phone: 0410 609 000

Financial Recovery Technologies (FRT) is the leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. » More Info

Financial Simplicity Australia Pty Ltd

Address: Level 25, Aurora Place, 88 Phillip St, Sydney 2000, NSW

Phone: 02 8231 6654

Financial Simplicity is the global specialist empowering mass personalised portfolio monitoring, decisioning and rebalancing. Powering more than $30b of client portfolios, our technology resolves and removes the complex, time-consuming problems » More Info

Finantix

Address: Level 16, 201 Elizabeth Street, Sydney 2000, NSW

Finantix is recognised by industry analysts as the market leader in digital wealth and insurance platforms. » More Info

FinClear

Address: Level 5, 53 Walker Street, North Sydney 2060, NSW

Phone: 02 8039 6000 Mobile: 03 9081 3480 ‬

FinClear is a technology and financial market infrastructure company. in addition to operating its own HIN platform, FinClear enables wealth and stockbroking entities through the provision of platform technology solutions and market access. » More Info

Iress

Address: L16, 385 Bourke Street, Melbourne 3000, VIC

Phone: 02 8273 7000

Iress is a technology company providing software to the financial services industry. » More Info

Morningstar Australasia Pty Limited

Address: International Tower 1, Level 3, 100 Barangaroo Ave, Sydney 2000, NSW

Phone: (02) 9276 4550

Morningstar Data, Research & Software Solutions - Morningstar is a leading global provider of independent investment research for individual investors, financial advisers, asset managers and institutional investors with operations in 27 countries. » More Info

Netwealth

Address: Level 8, 52 Collins Street, Melbourne 3000, VIC

Phone: 1800 888 223 Fax: 03 9655 1333

Netwealth is part of the Netwealth Group (headed by Netwealth Group Limited), which provides a range of innovative and award winning investment, superannuation and advice solutions and today looks after over $9 billion. » More Info

Praemium

Address: Level 19 367 Collins St, Melbourne 3000, VIC

Phone: 1800 702 488‬‬

Since 2001 Praemium has been empowering advisers, dealer groups, stockbrokers and private wealth businesses to deliver an exceptional wealth management experience to investors through our proprietary technology and a scalable and efficient managed ac » More Info

Refinitiv

Address: Level 10, 60 Margaret Street, Sydney 2000, NSW

Phone: 02 93218100

Refinitiv, (formerly the Financial & Risk business of Thomson Reuters), is one of the world’s largest providers of financial markets data and infrastructure. » More Info

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