Software Provider | Business Listings | IMAP - Institute of Managed Account Professionals

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

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

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

DASH

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

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

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

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

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

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

Morningstar Australasia Pty Limited

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

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

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

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

Contact us