Top 25 Portfolio management software companies based in Australia

“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.”

“Infocus is in the business, of the business of financial advice.”

“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.”

“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.”

“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.”

“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.”

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

“BondAdviser is an Australian financial services and technology company.”

“Alpha Vista is an investment manager applying rigorous scientific research and quantitative analysis to global capital markets.”

“Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…”

“Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…”

“AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…”

“Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…”

“LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.”

“Optuma is primarily a financial software company established in 1996.”

“Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…”

“Tecassa is a technology and innovation company specialising in financial markets.”

“PO Capital Markets is a financial services company with its employees providing decades of experience coupled with next gen technology to enhance savings for trading books.”

“Take control with Titanium!”

“Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.”

“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.”

“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.”