Investfit

Investfit: world’s leading advice tool for optimising investment strategy, goal-setting, insurance needs and projections
Investfit
Operating

Investfit is a leading financial advice application for advisers and direct to client (under their AFSL). Investfit does billions of calculations in real-time to find the investment strategy that provides the best retirement outcomes with a level of confidence the client needs. Investfit is holistic - it allows the adviser or client to model all of their financial assets and future cashflows as well as their goals such as retirement age, retirement income, legacy, large expenditures (such as holiday, house renovation, education fees). Investfit will improve the quality of advice, lower the cost of advice and reduce compliance risk.

Investors
Investor

Sapien Ventures

Images
Taken on 2020-10
Blog Posts
8th December, 2023
The XYZ of Equities: Healthcare in for Y&Z, while Boomers defensive

The third quarter of 2023 saw Generation Y & Z sell down equities in the retail sector and buy up on...

2nd November, 2023
Media statement: Next round of ASX and TradeFloor’s Options Trading Game now open

In response to demand, Australian fintech, TradeFloor, and the Australian Securities Exchange (ASX) ...

10th July, 2023
The XYZ of Equities: Younger Australians outperform Gen X and Boomers

Younger Australian equity investors have weathered a year of volatile economic conditions and tighte...

5th July, 2023
Media statement: Update on historical matters involving Openmarkets and ASIC

Openmarkets has accepted an infringement notice issued by ASIC relating to certain historical matter...

27th March, 2023
Diversification – The Data Room

Welcome to the Data Room. Here at Openmarkets we love big data and conveniently we happen to have a ...

24th March, 2023
Openmarkets launches retail custody + Syfe | Openmarkets press & media

Trading and wealth management fintech Openmarkets has partnered with Asia-Pacific investment platfor...

21st March, 2023
Meet Rob Forbes | Openmarkets Chief Operating Officer

At the end of last year, Openmarkets welcomed Rob Forbes into our ranks as Chief Operating Officer. ...

14th February, 2023
Openmarkets appoints new CFO, Hetal Majithia | Openmarkets media

Trading and wealth management fintech Openmarkets has appointed Ms Hetal Majithia as its Chief Finan...

20th January, 2023
Openmarkets signs definitive agreement with SPAC for Nasdaq listing

Anthony Macdonald, Sarah Thompson and Kanika Sood discuss in the Australian Financial Review how a S...

28th November, 2022
Electronic CHESS statements | Openmarkets news

Electronic CHESS statements are a new initiative from the ASX, allowing CHESS statements to be avail...

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Sydney
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