Experience next generation digital investment management
A SMART TECHNOLOGY PARTNER FOR FINANCIAL INSTITUTIONS AND THEIR CLIENTS
BetaSmartz provides the next generation in business-to-business digital transformation advice and investment and client management SaaS solutions.
Complete suite of fully customisable B2B2C white-labelled apps, as well as digital and automation solutions
across the front, middle and back office.
Digital portfolio management, operational, administration and engagement solutions
with fully customisable and intuitive multi-user consoles.
Smart investment solutions. Access to all listed and unlisted products globally. Active and passive / traditional and alternative.
Future-Proofing Your Client & Investment Life Cycles
Unrivalled Depth and Breadth
EFFICIENCY. ENGAGEMENT. EXPERIENCE.
"Net-Zero Bureaucracy": Digitizing your client acquisition process
Digital assessment and objectives tools for advisors and their clients
Automated end-to-end investment management solutions
Digital tools and interfaces for advisor / client engagement and maintenance
Data consolidation, aggregation and automation across all aspects of your business
The BetaSmartz advantage
We white-label and customize each solution, user console and communication tool to give businesses the latest in branded financial technology.
Segmented investment, operational and administrative apps that can be individually implemented, assembled as a customised collection of modules, or delivered as a full end-to-end digital solution. This building block approach allows businesses to address specific pain points without having to commit to a full end-to-end digital solution.
As well as seamless integration and connectivity with both internal and external 3rd party systems and platforms, a BetaSmartz solution allows for the integration of a financial institution's chosen product set, process, views and assumptions, creating a hybrid solution that retains and preserves the financial institution’s core DNA and approach.
From paperless account opening in minutes to automated portfolio allocation, rebalancing and reporting, BetaSmartz work centres on reducing cost, maximising the efficiency and scale of financial institutions and optimising the investment journey and experience of their clients.
Committed to financial institutions and their clients
A GLOBAL MANAGEMENT & ADVISORY TEAM WITH UNPARALLELED EXPERIENCE IN FINANCIAL SERVICES AND TECHNOLOGY
Chairman & Co-Founder
Chief Executive Officer
Chief Technology Officer
John is an experienced entrepreneur and fund manager. He is currently founding CEO of Fusion Acquisition Corp. II (NYSE: FSNB) and was formerly CEO of Fusion Acquisition Corp. (NYSE: ML). He previously founded global investment manager, Boka Group, and was Head of Global Strategy for a leading Australian Fund Manager. He started his career as a Portfolio Manager for London based Anglo-Suisse Capital.
BA (Hons) / MA – Oxford. Law – London. Business & Marketing – Illinois at Urbana-Champaign - College of Business. F Fin; Chartered MCSI.
Zak is a former equities trader and private banker and is an experienced financial services executive. Previously MD of Hong Kong and Global Head of Asset & Wealth Management at Tardis Group, and prior to that MD of Asia & Global Head of Asset Management at Kinsey Allen International. He has also worked at Barclays Capital, RHB Securities and Fox Invest and has served as a Board Director of global investment manager, Boka Group.
Michael is an experienced technology professional who was most recently Regional Head of System and Platform Services at Manulife Wealth & Asset Management, Asia. He was previously at ING Life Insurance in Japan as Head of Solution Delivery, and has also worked at Merrill Lynch, Axa and Barclays Capital in senior technology roles.
BASc – Columbia. AAS – Vaughn College.
Director, Business Development
Toby has over 15 years' sales experience across both 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. CAIA.
Tom is a seasoned financial services executive and lawyer. Most recently, he was COO and General Counsel for The Capital Markets Company (CAPCO). He also served as Chief Risk & Compliance Officer and was Chair of the APAC & India Risk Committee. Tom has also practiced as a corporate, commercial and business services lawyer with firms such as Mayer Brown and Minter Ellison. He is a Member of the Federal Court and High Court of Australia and a Member of the Victorian Bar. JD – Melbourne Law School / GDLP – ANU School of Law / AB (Hons) – Chicago.
Chief Operations Officer
& General Counsel
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.
LLB – Oxford.
Asset Management Adviser
David is a C-Suite executive and entrepreneur with global experience in technology as a digital transformation leader, thought leader and practitioner. He is currently Regional Vice President at Salesforce and on the board of the Banking Industry Architecture Network (BIAN). He was Global Industry Lead - Services at Microsoft and a veteran there of 16 years (roles from FS and banking to enterprise sales and business turnaround).
MBA – UT Sydney. PhD Candidate – Macquarie. Member AICD.
Ian has extensive experience in digital transformation and financial services. He is currently Head of Digital, Risk Advisory at Ashurst in Sydney. Previously with Grant Thornton Australia, Ian was a Partner and head of technology advisory, and at IBM, he 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. He has held a number of industry roles in banking.
MBA – Sydney. CAIA.
Jim is a financial product innovator and experienced director. He is Chairman of Fusion Acquisition Corp. II (NYSE: FSNB) and a senior advisor to State Street. He is best known for being the global Chairman of its SPDR exchange-traded funds' business. He is an ETF pioneer and was instrumental in creating, developing, and bringing to market many of the world’s first ETFs, including ETFs in the U.S., Hong Kong and Australia. These included the SPDR S&P 500 ETF (NYSE: SPY), the first U.S. ETF and largest ETF in the world today, as well as the first gold ETF (NYSE: GLD).
BSc – Bentley College.
Kelly is a successful asset management executive with international board experience, fiduciary expertise, and a proven track record of driving cross-enterprise transformation initiatives. She spent more than 30 years at State Street where she was most recently a Senior Vice President in Global Services. Her previous leadership roles at SSGA included Head of Public Policy and Governance, Head of Asia ex-Japan, and building and leading the fiduciary business. She is currently a principal of Fiduciary Resolutions, a fiduciary advisory and consulting firm.
BA – Catholic. JD – Suffolk. MA – Boston.
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 & 2022
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