
Analytics Platforms
Developer of a cloud-based portfolio management application designed to assist investors and accountants. The company's cloud-based portfolio management application helps investors, accountants and financial advisers by synchronizing with brokers to track trades, dividends and corporate actions automatically, enabling clients to get online access to all the data required for their tax returns, including foreign investment calculations.
- Revenue
- $1.7M
- Customers
- 150K
- Year founded
- 2007
- Funding
- -
- Team size
- 44
- Location
- Australia