upgrades platforms to support advisers



March 13, 2017

A new cloud based solution announced today by promises to transform the adviser and investor experience through a market leading intuitive front-end.

ASX listed managed discretionary account (MDA) provider, is partnering with specialist fintech firm CapitalRoad to implement a new solution for its user interface and middle office requirements to replace its inhouse developed and supported proprietary software.

Melbourne-based CapitalRoad is a specialist provider of integrated cloud-based software as a service (SaaS) for the financial services industry. Chief Executive Officer David Heather said the new solution represented a significant investment which would have major benefits for advisory firms, wealth managers, advisers and their clients and is expected to be live across all clients from 30 September this year.

“This market-leading smart technology will transform the way advisers manage their business and communicate with their clients. It will not only deliver better management reporting and simplify the presentation of data to their clients, the technology will also drive internal efficiencies within an advisers practice. Our new mobile-capability will help build end client engagement with its easy-to-use interface. The CapitalRoad software will co-exist with the SS&C technology suite used to deliver the majority of our back office capability to present a best of breed fintech solution to the market”, said Heather.

“The gap between financial services and technology has to be seamless if advisers and clients are to maximise their decision-making abilities and reach their goals. A modern, clean design, when combined with powerful middle and front office improvements, is a proven way to improve adviser efficiency and bolster client engagement,” said CapitalRoad co-founder and Chief Executive Officer Marshall Stephen.



Cut & Paste conveys information received directly from the organisations concerned. Statements and releases published here have been selected for their relevance to the financial planning profession. They are generally unedited, and the views expressed do not necessarily reflect those of Professional Planner.

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