Cloud Enabled Technology

Our mobile technology is revolutionising how financial advisers engage with their clients.

What We Do

CapitalRoad is cloud based and mobile enabled superannuation and wealth management technology platform.

We are creating a new norm by showing how our rapid and tailored technology development can replace old and expensive legacy systems.

Our mobile technology is also disrupting the way financial advisers engage with their clients, encouraging greater interaction and ownership of their wealth management journey.

We are creating the new norm through rapid delivery to replace old and expensive legacy systems.

Why We Do It

The team at CapitalRoad knows that reducing the gap between financial services and technology, means improved efficiency within wealth management organisations and increased client engagement.

We know that harnessing the use of mobile technology and simplifying the presentation of data to clients, will increase client engagement.  Delivering better management reporting, will make advisers happier and better at meeting the needs of clients today and into the future.

90% of Platforms are legacy and are 20 years old

The other 10% don't understand the needs of clients today.

The CapitalRoad Team

1.Marshall Stephen-CapitalRoad-CoFounder and CEO

Marshall Stephen


Marshall has been working in the financial services industry for over 25 years at the executive level.  He has previously held CEO and CIO positions within ASX200 listed organisations including well known financial services and retail firms.

2.Richard Dahlenburg-CapitalRoad-CoFounder and Chief Architect

Richard Dahlenburg


Chief Architect and technical expert responsible for the design of the CapitalRoad ecoSystem and other key registry systems.

3.Dean Lupton-CapitalRoad-Director Digital Experience

Dean Lupton


Dean has extensive experience within well known banking, technology and wealth management firms.  He has worked on several large transformation projects and has specific expertise in the realm of customer experience.

Rishi Dudhoria - CapitalRoad

Rishi Dudhoria


Sam Radford - CapitalRoad

Sam Radford


Henry Edmeades - CapitalRoad

Henry Edmeades


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