Innovative, tailored solutions for fund managers, securities traders, financial planners and dealer groups.
Platform solutions
Aptiture have been building customised solutions for fund managers, securities traders, financial planners and dealer groups for over 10 years. Our software platform allows us to quickly produce solutions to meet the needs of your business:
- Fund & Portfolio Management
- Investment Management
- Trading Systems
- Statement Of Advice
- Financial Calculators
- Revenue Management
- Customer Self Service
- Workflows for Application Processing
- Systems Integration
- CRM solutions
- Document Management
- Reporting & Forecasting
Get to market quickly
Aptiture have a mature platform which allows us to build innovative solutions quickly. Our focus on talented, highly experienced developers with wealth management domain knowledge allows us to rapidly leverage our platform to create products and solutions that allow our clients to lead the market.
We talk your language
Aptiture have been working with financial industry software for over 10 years. Our business analysts, consultants, account managers and marketers have worked closely with some of Australia’s largest banks, financial planning groups and most prominent brokers, meaning we can get straight down to business without missing a beat.
Experts in lending and finance technology
With our deep experience and history in the finance, marketing and technology space, we have a wealth of financial services knowledge to draw upon when designing and creating innovative technology based solutions. In an ever more competitive and evolving industry sector, staying ahead of the competition is make or break. Aptiture brings fresh ideas and the capability to implement quickly.
We play nice and integrate seamlessly
The finance and wealth management technology landscape is a complex beast with systems for financial planning, investment management, fund and portfolio management, trading, CRM and many more. If you’ve heard of it, chances are Aptiture have integrated with it - our existing IP could slash the time and effort involved. It’s often said that integration can be the slowest and most costly part of any project. Our highly tuned project workflows and processes ensure we work well with external teams and are highly skilled at integrating with other systems.
Robust and reliable
Whilst Aptiture have a strong focus on leading the market and innovating, we make technology choices that ensure our software solutions are built on trusted and reliable platforms which provide robustness and reliability. We’ll never use a fringe technology that’s the flavour of the month. We’ll always ensure your data is protected and duplicated. We’ll always make sure information is never lost if some infrastructure fails, and no transaction could be missed. Our solutions employ high availability and redundancy all the way through the architecture, from hardware through to software and services.
Benefit from standards compliance
A quality wealth management platform can be a significant investment and in the fast paced finance technology landscape it’s important to know your system is built to last the distance. By ensuring compliance with accounting and financial standards, and technology standards in the ICT industry, you can ensure that new opportunities can be capitalised upon without the need for rewrites and re-architecture. Our system architects take a sensible approach to software design to ensure you get the most from your investment.
Supportive, enthusiastic, and helpful
Aptiture prides itself on solving problems in the wealth management, broking, and financial planning domains, and being there to assist and support our customers for the longer term. The delivery of a successful project is not the end – it’s merely the beginning of an ongoing partnership and collaboration where we ensure the solution achieves its goals and objectives over time. You can count on our team to be there when challenges arise and assistance is required, no matter how big or small they are.
Build growth and improve efficiency across all customer touch points.
1. Marketing
Attract attention and generate leads through direct response marketing.
- PPC Advertising
- Organic Search Optimisation
- Native Advertising
- Social Media Marketing
- Content Marketing
- Display Advertising
2. Proposition
Build interest by communicating value proposition using digital channels.
- Company Website
- Product Microsites
- Campaign Landing Pages
- Online Video & Audio Production
- Online Communities
- Email Marketing
3. Engagement
Convert opportunity through interaction and two-way communication.
- Enquiry Forms
- Live Chat & Customer Service
- Online Calculators
- Planning & Budgeting Tools
- Application Forms
- Full Customer Lifecycle
4. Integration
Integrate online workflows with existing business processes.
- CRM Solutions
- Credit Agencies
- Online Approvals
- Transactional Systems
- Payment Processing
- Accounting Systems
