Our differentiators
A high proportion of wealth management customers are underserved and legacy wealth management platforms are outdated and struggling to adapt to digital developments.
Our platform supports MDA, SMA, IMA, IDPS and SMSF, equities - both domestic and international, as well as managed investments and off system assets.
Some of our key differentiators are:
Increase Engagement
Agnostic - Tax & Legal Structure
No Upfront Licensing
Speed to Market
Built in the Cloud, for the Cloud
Multi-lingual, Multi-currency + Multi-Device
Open Supplier Architecture
Empowered Clients
What We Do
CapitalRoad is a retirement savings and wealth management platform, based in the cloud and mobile enabled.
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.
Could you benefit from engaging better with your clients?
Our solution
Cash
Managed Investments
Shares
Collectibles
Property
Insurance
Customised digital platform for your financial products, combining functionality and cloud technology.
Fees + Payments
Compliance
Notifications
Reconcile
Tax Processing
