Experience next generation digital investment
A SMART TECHNOLOGY PARTNER FOR FINANCIAL INSTITUTIONS AND THEIR CLIENTS
BetaSmartz provides the next generation in business-to-business hybrid digital investment tools.
Smart investment solutions. Access to all listed products globally. Active and passive.
An automated back, middle & front office portfolio management solution with fully customizable and white-labelled intuitive consoles for financial institutions and their clients.
Streamlined investment offering
INTUITIVE CLIENT, BUSINESS AND PORTFOLIO MANAGEMENT
Automate asset allocation and portfolio construction, apply deep data to de-risk and optimize advice, automate rebalancing, tax loss harvesting and trading.
Back & Middle Office
BetaSmartz software automates and streamlines all operational and administrative aspects of portfolio management so that financial institutions can focus on clients and business scaling.
Security & Compliance
Apply bank level security to accounts and manage clients with the highest levels of compliance driven service and reporting.
The BetaSmartz advantage
We white-label and customize each solution, user console and client communication to give businesses the latest in branded financial technology.
Segmented investment, operational and administrative capabilities that can be individually implemented, assembled as a customised collection of modules, or delivered as a full end-to-end “robo” solution.
Product agnostic and multi-asset management. Integration of financial institution's product range, model portfolios, processes, views and assumptions, preserving the business's core DNA. Seamless API connectivity and integration.
From paperless account opening in minutes to automated portfolio allocation, rebalancing and reporting, BetaSmartz provides a smart experience for financial institutions to improve efficiencies in managing their business and their clients.
Committed to financial institutions and their clients
AN EXPERIENCED GLOBAL FINANCIAL SERVICES AND TECHNOLOGY TEAM
Chairman & Co-Founder
John is the Executive Chairman of BetaSmartz. Passionate about giving people the tools to make smart decisions about their money, John founded BetaSmartz in 2015. John is also Founder and CEO of Fusion Acquisition Corp. II & II. Previously, John spent his career developing financial products, platforms, and investment strategies for large financial institutions and startups, including his own successful investment management firm that he founded in 2005. He has in-depth knowledge of global markets, investing, risk management and running successful businesses.
Chartered Member of the Chartered Institute for Securities & Investment and a Fellow of the Financial Services Institute of Australasia (F Fin). MA - Oxford. Law - London and business and marketing - Illinois at Urbana-Champaign - College of Business.
Chief Executive Officer & Co-Founder
Zak is the CEO of BetaSmartz and is an expert in wealth and asset management. He has had a global financial services career spanning over 20 years. Having started life as a professional musician, Zak first moved into the world of financial services as an equities trader in the City of London in 1997. He was latterly a co-founder of a global alternative investment firm and spent several years in executive search and advisory, focusing exclusively on the asset and wealth management sector. In recent years Zak was Head of Asia for Tardis Group, and also ran the firm’s asset and wealth management practice globally. Zak is a Fellow of the Royal Society for the Encouragement of Arts, Manufactures and Commerce (FRSA) and a Member of the Royal Geographical Society.
Chief Technology Officer
Michael is Chief Technology Officer of BetaSmartz. He is a senior IT professional and was most recently Director, Product Manager at Manulife Wealth and Asset Management (Asia). His extensive career has seen him work with a number of the largest insurance and financial institutions across Asia and the US including KPMG, Merrill Lynch and ING Life with roles in software development, process engineering, production support, enterprise implementation, Head of Solution Delivery and PMO transformation. Michael holds an Associate Degree in Aircraft Design Technology from Vaughn College of Aeronautic Engineering, Aviation, and Technology, and a Bachelor of Science in Computer Science from Columbia University.
Director, Business Development
Toby has over 15 years sales experience across the wealth and asset management industries. Previously sales director at Castlestone Management, Toby was responsible for driving both passive and active portfolio solutions throughout APAC. Prior to this, Toby was head of sales at Capital Platforms. This investment platform remains a notable pioneer in digitization, moving wealth and asset management online. MSc - Nottingham. Chartered Alternative Investment Analyst (CAIA).
Tim is a highly experienced private wealth and investment management specialist. He started his career as a stockbroker, with senior management roles at Vickers da Costa, Salomon Brothers and RHB Group. Latterly he was Head of the Client Group at Coutts, Director of Private Wealth at Deutsche Bank (UK) and Head of Key Clients at Lloyds Bank Private Banking. Tim is a founding partner and Chief Risk Officer of a specialist corporate finance, advisory and investment management business. Tim holds a Bachelor of Laws (LLB) from the University of Oxford.
David is an adviser to BetaSmartz and is a C-Suite executive and entrepreneur with global experience in technology as a digital transformation leader, thought leader and practitioner. He was Global Industry Lead - Services at Microsoft, launching and growing their global business consulting practice across FSI, retail, manufacturing, government, healthcare and education. He is a Microsoft veteran of 16 years (roles from FS and banking to enterprise sales and business turnaround). He is a board member of the Banking Industry Architecture Network (BIAN).
David is a PhD candidate in business strategy at Macquarie University, holds an MBA from UT Sydney and has completed executive education at Harvard. He is a member of the AICD.
Ian is an adviser to BetaSmartz and has extensive experience in digital transformation and financial services. He is currently a Partner of Grant Thornton Australia, head of technology advisory, and has also held industry roles in banking. Previously with IBM, Ian was a global thought leader for the application of emerging technologies including cloud, analytics, cognitive, social and distributed ledger particularly implementing new go to market innovations in the banking, financial markets and retail sectors.
Ian holds an MBA from the University of Sydney with further studies at Stanford University Graduate School of Business and the CAIA.
What People are Saying
Latest news and media
Listed as one of the world's top 100 "most innovative WealthTech companies that every leader in wealth and asset management industries needs to know about"
2019 & 2020
Listed in Asia's top 19 WealthTech companies:
"Asia is home to the world’s largest wealth management market..."
FinTech adoption among consumers has nearly doubled over the past 18 months, and the “adoption rate is growing faster than anticipated. ”
EY Global FinTech Adoption Index