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Wealth technology to power better financial experiences.

We develop intelligent wealth management platforms to boost digital client engagement, while empowering your employees through improved business efficiencies and digital processes.

Digital wealth management platforms developed for:

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Fund
Managers

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FINANCIAL
ADVISORS

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KIWISAVER
PROVIDERS

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Latest research 2023+

What does the future look like for investment providers, and do you have the correct strategies to adapt and grow? Our latest report details the top financial services and fintech trends likely to stick over the next couple of years.

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Digital tools to drive investor engagement.

We develop white label wealth technology that improves customer retention and communication, while streamlining your operations and compliance.

Technological disruption and shifting market trends have created a massive opportunity for financial service providers to open up new channels to market. Our digital wealth management platform combines technological efficiencies with human connection to enhance and better support client relationship management.

Innovative wealth technology solutions.

We're committed to ensuring that the financial services industry thrives in the face of digital disruption. Our solutions can be customised to match your unique business requirements and branding.

 Our clients

From wealth advisors to fund managers, KiwiSaver providers and wholesale investment providers, we're proud to work with some of the industry's most innovative and forward-thinking companies.

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