We are creating smart fintech solutions.

The industry is full of legacy platform technology. We are creating a new norm.

Our differentiators

Capital Road mobile desktop and ipad

A high proportion of wealth management customers are underserved and legacy wealth management platforms are outdated and struggling to adapt to digital developments.

Our platform supports MDA, SMA, IMA, IDPS and SMSF, equities - both domestic and international, as well as managed investments and off system assets.

Some of our key differentiators are:

CapitalRoad - Increase client engagement

Increase Engagement

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Agnostic - Tax & Legal Structure

CapitalRoad - no upfront licencing fees

No Upfront Licensing

CapitalRoad - Speed to market for your branded platform

Speed to Market

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Built in the Cloud, for the Cloud

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Multi-lingual, Multi-currency + Multi-Device

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Open Supplier Architecture

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Empowered Clients

What We Do

CapitalRoad is a retirement savings and wealth management platform, based in the cloud and mobile enabled.

We are creating a new norm by showing how our rapid and tailored technology development can replace old and expensive legacy systems.

Our mobile technology is also disrupting the way financial advisers engage with their clients, encouraging greater interaction and ownership of their wealth management journey.

Capital Road mobile images

Could you benefit from engaging better with your clients?

Our solution

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Cash

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Managed Investments

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Shares

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Collectibles

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Property

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Insurance

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Customised digital platform for your financial products, combining functionality and cloud technology.

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Fees + Payments

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Compliance

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Notifications

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Reconcile

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Tax Processing

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Reporting

Ready to find out more?