About advice intelligence
advice intelligence is a Technology company based in Sydney (Australia) founded in 2015 by Jacqui Henderson, and was acquired by GBST in July 2023. Wealth management and financial planning solutions are provided for advisors. Its chief executive, as recorded, is Jacqui Henderson. advice intelligence offers products and services including Composer, Catalyst, WealthConnect Professional, WealthConnect Digital, and GBST Hybrid Advice. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Iress and Link Group.
Company details
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.
- Headquarters Sydney, Australia
- Founders Jacqui Henderson
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website adviceintelligence.com
- Social LinkedIn
- Acquired by GBST (Jul 2023)
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.
Investors in advice intelligence
advice intelligence has secured backing from 1 investor. Prominent investors backing the company include GBST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management technology solutions | 1984 | gbst.com | Brisbane, Australia |
Investor details for advice intelligence
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People of advice intelligence
1 people are tracked at advice intelligence (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jacqui Henderson | Founder & CEO | Leadership |
Complete people profiles for advice intelligence
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Timeline of advice intelligence
2 dated milestones of advice intelligence across 8 years, from founding to its latest funding, stage changes and deals.
- Founded advice intelligence is founded.
- Exit Acquired by GBST.
Competitors of advice intelligence
advice intelligence has 2 listed competitors in our database. They include Iress and Link Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| iress.com | 1993 | Melbourne, Australia | Wealth management solutions are provided online for financial markets. | |||
| linkgroup.com | 2005 | Sydney, Australia | 989 | Retirement and superannuation solutions are provided, including investments and pensions. |
Detailed competitors of advice intelligence
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Related news about Advice Intelligence
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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 CEO of advice intelligence, as recorded in our data. 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's top competitors include Iress and Link Group.
advice intelligence offers Composer, Catalyst, WealthConnect Professional, WealthConnect Digital, and 4 more products and services.
advice intelligence has 1 investor. Key investors include GBST.
Yes. advice intelligence was acquired by GBST in July 2023.