Insignia Financial
Wealth Projector
- 2020-present
- Client
Project Description
Insignia Financial Ltd is an Australian financial services company that provides clients with a range of financial services including financial advice, investment management, superannuation and estate and trustee services.
In 2020, Wealth Projector was acquired by Insignia.
In 2021, Wealth Projector was awarded Best New Advice Technology Application by Investment Trends, a specialist financial services research organisation. They said it was "the pre-eminent implementation of a goals-based advice process in Australia and possibly the globe".
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Skills
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Client
Insignia Financial
Richard is one of that rare breed of software developers, a visionary innovator with deep knowledge and insight into the business problems to be solved... the skills and knowledge he brings to the table, his can-do attitude and his work ethic, are second to none