Decimal Appointed Technology Partner by WealthSure

New generation technology chosen to drive transformation and opportunity for WealthSure, one of Australia’s largest non-aligned dealer groups with 180+ advisers

Decimal Software Limited (“DSX”) today announced it has been appointed as preferred technology partner by WealthSure, a non-aligned dealer group with over 180 advisers, to provide financial planning and collaboration software. The partnership sets the framework for Decimal to provide core real-time technology for client engagement, advice, sales, service and compliance across the group.

The partnership marks the first strategic win within the non-aligned financial planning segment for Decimal since commencing go to market activities in mid-2014. WealthSure, one of the wealth management industry’s largest non-aligned groups, has been undergoing significant transformation over the last 12 months, and is now focused on growth.

David Newman, CEO of WealthSure said: “I believe that new capability is required to meet the changing needs of customers, as well as reduce costs and manage risk. The technology transformation delivered by Decimal’s platform will address these needs, and become a critical enabler for the organisation’s next phase of growth. Decimal’s technology capabilities will help us grow, as both individual practices and a group, whilst also delivering unprecedented fulfilment efficiency and compliance management. We were attracted to Decimal by the ease of provisioning and minimal capital expenditure, characteristics which have never existed in the wealth management industry before.”

Michael Sertorio, Executive Chairman of Decimal said: “The appointment by WealthSure is an important milestone for Decimal, and validates the strength of our business strategy and offering, at the outset of our entry into the IFA marketplace. We are excited to play a strategic role with David and his team as they grow the business, and provide industry-first capabilities to WealthSure’s member practices.”