Financial Services Opportunity – Technology Australia with Global Opportunity AUD2.5 Mil sought

We have identified a investment opportunity in the Financial Services sector with strong upside potential (since mandated by the company on 22 August 2013) . Company has proven technology and large addressable global markets and is at early revenue stage. The soft commercial roll-out of a suite of new platform based wealth management technologies and services is underway contemperaneously with on-going development of the technologies and the ultimate seamless integration of these technologies into a single, modular platform.

  •  a highly automated end-to-end SMSF administration platform supporting the provision of white label SMSF administration services to accountants, wealth managers, etc. A fully cloud based/web enabled version is scheduled for release later this year.
  •  a stock market behavioral analytic system. Potential clients range from traders to hedge fund managers which has provided outstanding investment returns while under trial.
  • a global risk assessment and money/asset management tool for the sector (services to wealth/portfolio managers, SMSF trustees, etc.)

Combined systems will have multi territory/global appeal.

  • Central to the high growth wealth management sector. SMSF Professionals Association and Macquarie research notes one in twelve Australians plan to open a SMSF in the next three years. This would result in growth in SMSF numbers from 500,000 (March 2013) to 1,000,000 (2016).
  • Proven technologies directed at real market needs – wealth management firms must embrace new technology based solutions.
  • Greenfields opportunity in a fragmented market place ripe for consolidation and accumulation of technology and/or service providers.
  • Income based on recurring revenues and licence fees – high earnings multipliers to underpin future enterprise valuation.
  • Excellent investor returns – three year outlook.
  • Early exit opportunities as distribution reach attracts the attention of larger institutions.
  • Opportunity to participate in managed high-yield private investment fund.
Strong proven board and management and development capability.Proven technical expertise in developing some of the most known and robust platforms in Australia.
Interested parties should contact Sean Rothsey or Simon Potter  to register their interest and to discuss the potential investment. Normal confidentiality arrangements are required as a prelude to the provision of further information.


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