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Financial Services • Melbourne, Victoria, Australia • 1-10 Employees
Key Contacts at PortfolioCloud
Mark Links
Director/Coo
Matthew Cosier
Co-Founder & Cto
Simon Cunnington
Co-Founder
David Beggs
Director
Company overview
| Headquarters | 274 Coventry St, South Melbourne, Victoria 3205, AU |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
About PortfolioCloud
PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder. Our faster and more flexible advice management tools simplify laborious tasks, allowing advisors to focus on providing actionable advice to their clients. As a creative and independent company, we provide an integrated approach that brings together a range of experts, tools, and services, revolutionising the way you work. Our intelligent automation, rebalance technology, portfolio presentation, and automated workflow solutions optimise portfolios at speed while ensuring compliance and maximising efficiency. With PortfolioCloud, you get a central investment dashboard that brings every program and process together as one. Whether you use models or personalised portfolios, advised or discretionary, our solutions are designed to adapt and grow with your firm. Join us and experience the difference that smarter investment technology solutions can make. Request a demo today.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
PortfolioCloud has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
PortfolioCloud has never raised funding before.
PortfolioCloud Tech Stack
Discover the technologies and tools that power PortfolioCloud's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Miscellaneous
Miscellaneous
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JavaScript libraries
Documentation
Frequently asked questions
4.8
40,000 users



