MyProsperity

An all-in-one client portal that has innovative, digital tools for fact finds, collaboration and compliance to maximise business …

Optimo

Goodments

SSGA

We are innovators and problem solvers, stewards and educators. With experts across the globe, we are the quiet …

FPA

As Australia’s leading professional association for financial planners, the Financial Planning Association (FPA) represents the interests of the …

abrdn

It is the largest active asset manager in the UK, with investments in equities, multi-asset, fixed income, liquidity, …

SuperGuardian

SuperGuardian has been passionately supporting Trustees, Financial Advisers and Accountants for more than 18 years. SuperGuardian was established …

Astute Wheel

Astute Wheel is an Australian owned fin-tech business providing financial planning software and estate planning tools for financial …

Innova

This is why advice is so deeply entrenched with managing behavioural biases. It is a way for advisers …

Alphinity

As a specialist, active, core equities investment manager, our aim is simple and effective: to identify opportunities across …