Capital Road

CapitalRoad did not respond or engage with the survey request. However this looks really interesting with mobile technology utilized to create business efficiencies and single snapshot view of clients in the areas of managed accounts, property, other asset classes and providing a document vault.  Clients quoted are the likes of PWC and Managed Accounts.

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End User Advisers
Advice Process Steps Assessing
Review
Benefits Business efficiency in providing collated views of client situations.
Cost per user per annum $POA
Time saving per client Assessed at between 1-3 hours per client
Cost saving per client Assessed at $1000-$3000 per client
Integration Unknown
Website embedding Possible
White labelled Possible
System prerequisite Internet
Single sign on Possible
Data storage Undisclosed
Privacy standards Undisclosed
Limits on use Unknown
Disaster recovery and business continuity plans Unknown
AFSL approval Not disclosed