Mason Stevens
Curated by SignalWealth management software suite delivering institutional investment solutions and insights.
Overview
Mason Stevens operates a wealth management software suite that integrates various fintech tools aimed at enhancing the operations of wealth managers and financial advisors. The platform includes capabilities for customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. Targeting financial advice businesses, Mason Stevens addresses the demand for institutional-style investment solutions and operational efficiency. The platform features secure data aggregation and compliance tools that support personalized client engagement and adherence to regulatory requirements. Additionally, Mason Stevens provides insights on asset classes and market trends to assist users in optimizing investment strategies.
Key facts
- Founded
- 2010
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
7 rolesInvestment Analyst
Sydney, New South Wales, Australia · On-site · Volunteer
Project Manager
Sydney, New South Wales, Australia · On-site · Volunteer
Junior Equities Dealer
Sydney, New South Wales, Australia · On-site · Volunteer
