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A high proportion of wealth management customers are underserved and legacy wealth management platforms are outdated and struggling to adapt to digital developments.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
