Active personalisation is the new active investing.
Briefcase allows you to design portfolios with client, advisor & market inputs in minutes so your clients get exactly what they want.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 383 George St, Sydney,nsw 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.briefcase.au
- Keywords
- financial technology, investment management, direct indexing, managed discretionary accounts, seperately managed accounts.
- HQ
- Sydney, NSW
Briefcase Questions
Briefcase's website is http://www.briefcase.au
Briefcase's LinkedIn profile is https://au.linkedin.com/company/briefcasenetau
Briefcase has
6 employees.
View email and phone details for 6
employees at Briefcase.
Briefcase's industry is
Financial Services
Briefcase's top competitors are
Synthera Ai,
Galaxar Direct,
Rentbetter,
Pedlar,
Sapphire Eye Care,
Briefcase,
Pathzero,
Alceon,
Kolena,
Yendys Growth.
Briefcase's categories are Financial Services
Briefcase's founding year is 2022
