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.
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
CEO + CO-FOUNDER
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.
CHIEF ARCHITECT + CO-FOUNDER
Chief Architect and technical expert responsible for the design of the CapitalRoad ecoSystem and other key registry systems.
DIRECTOR DIGITAL EXPERIENCE
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.