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Portfolio Management Conference 2023 Melb, Syd, Brisb
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Advice Intelligence
Sydney
,
NSW
Software Provider
View
BT Panorama
Sydney
,
NSW
Trustee
View
Challenger Limited
Sydney
Investment Management
View
DASH
Sydney
,
NSW
Software Provider
View
FE fundinfo
Sydney
,
NSW
Research Consultant
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Financial Recovery Technologies
Sydney
,
NSW
Legal Consulting
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Finantix
Sydney
Software Provider
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FinClear
North Sydney
,
NSW
MDA Provider
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Iress
Melbourne
,
VIC
Software Provider
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Morningstar Australasia Pty Limited
Sydney
,
NSW
Research Consultant
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Netwealth
Melbourne
,
VIC
Trustee
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Praemium
Melbourne
,
VIC
Investment Management
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Refinitiv
Sydney
,
NSW
Software Provider
0
Advice Intelligence
https://imap.asn.au/advice-intelligence
Level 6, 37 Pitt St, Sydney 2000, NSW
1300 242 384
Website
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
1
BT Panorama
https://imap.asn.au/bt-panorama
Tower 2, International Towers Barangaroo, Sydney 2000, NSW
1300 784 207
Website
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
2
Challenger Limited
https://imap.asn.au/challenger-limited
Level 2, 5 Martin Place, Sydney 2000, NSW
0457 194 913
Website
Challenger Limited is an ASX-listed investment management firm managing $96 billion in assets (as at 31 December 2020).
More Info
3
DASH
https://imap.asn.au/dash-tech-group
Level 3, 157 Walker St, North Sydney CBD, Sydney 2060, NSW
1300 726 008
Website
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
4
FE fundinfo
https://imap.asn.au/fe-fundinfo
Level 10, 4 Martin Place, Sydney 2000, NSW
02 8065 7187
Website
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
5
Financial Recovery Technologies
https://imap.asn.au/financial-recovery-technologies
Level 14, 5 Martin Place, Sydney 2000, NSW
0410 609 000
Website
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
6
Finantix
https://imap.asn.au/finantix
Level 16, 201 Elizabeth Street, Sydney 2000, NSW
Website
Finantix is recognised by industry analysts as the market leader in digital wealth and insurance platforms.
More Info
7
FinClear
https://imap.asn.au/finclear
Level 5, 53 Walker Street, North Sydney 2060, NSW
02 8039 6000
Website
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
8
Iress
https://imap.asn.au/iress
L16, 385 Bourke Street, Melbourne 3000, VIC
02 8273 7000
Website
Iress is a technology company providing software to the financial services industry.
More Info
9
Morningstar Australasia Pty Limited
https://imap.asn.au/morningstar-go-morningstar-com
International Tower 1, Level 3, 100 Barangaroo Ave, Sydney 2000, NSW
(02) 9276 4550
Website
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
10
Netwealth
https://imap.asn.au/netwealth
Level 8, 52 Collins Street, Melbourne 3000, VIC
1800 888 223
Website
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
11
Praemium
https://imap.asn.au/praemium
Level 19 367 Collins St, Melbourne 3000, VIC
1800 702 488
Website
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
12
Refinitiv
https://imap.asn.au/refinitiv
Level 10, 60 Margaret Street, Sydney 2000, NSW
02 93218100
Website
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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Home
Events
Upcoming Events
Portfolio Management Conference 2023 Melb, Syd, Brisb
Past Events
Independent Thought Conference Melbourne 2022
Independent Thought Conference Sydney 2022
Portfolio Management Conference Sydney/Melb 2022
IMAP'S Perth Portfolio Management Conference July 2022
IMAP Awards 2022
IMAP Advice in Action Conference 2022
InvestTech 2021
Webinars
IMAP Calendar 2023
Directory
Publications
Podcast Series
Perspectives & News
Focus - My Perspective
Videos
2022 Webinar Videos
2022 Conference Videos
2021 Webinar Videos
2020 Webinar Videos
2021 Portfolio Management Conference Session Videos (Bris & Syd)
Virtual InvestTech 2020 Session Videos
2019 Webinars & Videos
2018 Webinars & Forum Videos
2018 Adviser Roadshow
2018 Portfolio Management Conference
2017 Webinars & Videos
2017 Investment Focused Webinars
2017 Portfolio Management Conference
Glossary
White papers
About
About IMAP
Our Team
Contact
Subscribers
Become a Subscriber
Subscriber Login
Sponsors
Become an IMAP Sponsor
Regulatory Working Group
Regulatory Group - ASIC Update December 2019
IMAP Regulatory Group - Background
Design & Distribution Obligations
DDO Obligations template
Data Standards Working Group
Data Standards Documents
Progress Updates - Data Standards Working Group
Data Standards Working Group Beginnings
Subscribe