|
WealthPoint Limited is a group of complementary businesses that support investors and their advisers. It is uniquely positioned to capitalise on the lucrative, existing and emerging "all of wealth" management trend that is driving every financial and intermediary organisation worldwide.
Investors need:
- data, information, decision making and support tools
- execution capabilities
- portfolio management to aggregate their financial transactions and manage their affairs
WealthPoint provides all these services to the investing public and delivers them through:
- licensed security dealers
- advisers
- stockbrokers
- banks and other financial service companies
The companies in the WealthPoint group have developed unique technology and intellectual property to support businesses that serve investors.
WealthPoint Limited is a market leader in the provision of:
- managed fund and equities research and analysis
- education for investors and adviser
- clearing and settlement services for stockbrokers, margin lenders, master funds and other non-broker participants in the stock market
- dynamic stock market information
- moderated discussion forums for investors
WealthPoint Limited has intellectual property rights to market leading, internet based administration systems for superannuation and master funds and is a significant supplier of practice management services and systems to advisers.
The future for the group lies in further developing and integrating the services we deliver to ensure that our customers can better serve their customers - the investing public.
We invite you to take a look through the companies and the people that make up WealthPoint, our mission is to be the leading supplier of wealth management solutions to the investment services industry.
Click here to visit www.wealthpoint.net.au
|
|
Email us!
