Dynamic Asset

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Company overview

Headquarters	84 Pitt Street, Sydney, NSW 2000, AU
Phone number	+6167164408191
Website	dynamicasset.com.au
NAICS	52
SIC	628
Keywords	Portfolio Management, Capital Protection, Goals Based Investing, Real Return Investing
Employees	1-10
Socials

Key Contact at Dynamic Asset

Matthew Walker

Director

About Dynamic Asset

Dynamic Asset manages class-leading managed accounts for Australian financial advisers and their clients. The investment portfolios are designed to meet very specific investment goals across liquidity and risk-return criteria. The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across both super and non-super means that Dynamic Asset provides the most complete Managed Account solution in Australia. Dynamic Asset is Australia’s only whole-of-business, turn-key solution that answers the challenges that advisers face today. It's a business solution for advisers that's specifically designed to: * Boost profitable growth * Deliver business scalability * Offer a differentiated value proposition * Increase client understanding, engagement, retention and referrals * Increase business efficiency * Reduce administration and service costs * Provide the benefits of contemporary technology and tools * Deliver bespoke and scalable portfolios that match client goals * Simplify risk management and compliance

Dynamic Asset revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding