SVX (Secure Value Exchange) - Interactive and Collaborative software to advance your clients' Financial journey.
The SVX Platform is a cloud solution using the latest technology for Advisers, Accountants and their clients where all end clients personal and business information and related documentation is consolidated into a single solution. This allows Accountants and Advisers to make on the spot financial recommendations and execute investment decisions in real time. End clients have an opportunity to get their affairs in order in advance and work alongside a number of their trusted entities (lawyers, executors, powers of attorneys’, etc). to ensure all parties are connected for seamless financial execution.
The SVX platform is securely linked to bank accounts, property valuations, superannuation and other integrated platforms to provide Advisers and clients with a holistic view of their overall wealth position in real time including document storage for faster and seamless wealth enablement transactions.
Company Details
- Address
- Level 1, 492 St Kilda Road, Melbourne,vic 3004,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.svxgroup.com
- Keywords
- Melbourne.
- HQ
- Melbourne, VIC
- Competitors
- Vocus.
Svx Group Pty Ltd Questions
Svx Group Pty Ltd's website is http://www.svxgroup.com
Svx Group Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/svx-group
Svx Group Pty Ltd's industry is
Financial Services
Svx Group Pty Ltd's top competitors are
Vocus.
Svx Group Pty Ltd's categories are Financial Services
