About advice intelligence
advice intelligence is a company based in Sydney (Australia) founded in 2015 by Jacqui Henderson was acquired by GBST in July 2023. advice intelligence offers products and services including Composer, Catalyst, WealthConnect Professional, WealthConnect Digital, and GBST Hybrid Advice. advice intelligence operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
- Headquarter Sydney, Australia
- Founders Jacqui Henderson
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Sectors
Technology
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Products & Services of advice intelligence
advice intelligence offers a comprehensive portfolio of products and services, including Composer, Catalyst, WealthConnect Professional, WealthConnect Digital, and GBST Hybrid Advice.
Platform that improves flexibility and efficiency for mutual funds and pensions.
Delivers customizable online experiences for wealth platforms.
Streamlines advice practice management with compliance-focused tools.
Provides a portal for advisor-client engagement and personalization.
Enables real-time advice modeling and scenario comparison for advisers.
Offers personalized advice experiences for superannuation fund members.
Provides tools for scenario modeling and customer financial planning.
Delivers digital solutions with expertise in financial services.
Funding Insights of advice intelligence
Detailed funding history for advice intelligence
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in advice intelligence
advice intelligence has secured backing from 1 investor. Prominent investors backing the company include GBST.
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Provider of wealth management technology solutions
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Investor details for advice intelligence
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
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Investments & Acquisitions by advice intelligence
Investment portfolio details for advice intelligence
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
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Financial Statements - advice intelligence
Detailed financials for advice intelligence
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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- Financial ratios
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Advice Intelligence Comparisons
Peer comparison for advice intelligence
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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Competitors of advice intelligence
advice intelligence operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Financial planning software for IRA recordkeeping is offered.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Detailed competitors of advice intelligence
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
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Latest news on Advice Intelligence
Complete news archive for advice intelligence
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about advice intelligence
advice intelligence was founded in 2015.
advice intelligence is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Jacqui Henderson is the current CEO of advice intelligence. They have also founded this company.
Founded in 2015 in Sydney, Australia, the company operates in the financial services sector. Wealth management and financial planning tools are delivered to advisors, with clients data modeled into digital financial plans. A CRM platform is included for advisor use, alongside a mobile app that enables clients to access plans, receive real-time updates, and get reminders. Multiple subscription plans are available for access.
advice intelligence offers Composer, Catalyst, WealthConnect Professional, WealthConnect Digital, and 4 more products and services.
advice intelligence has 1 investor. Key investors include GBST.