Mafematica

At the time of survey this application was still in development with a launch imminent.

The intent according to their website: Mafematica is establishing it’s business and will offer choices of core investment portfolios and share portfolios and will link these portfolios to goals based outcomes.

The portfolios will be easy to see and transact on, and be able to be assessed for

  • retirement drawdown forecasting
  • education funding plans and
  • standard ‘Robo-Advice’ (web-based automation of savings plans).

The portfolios will reflect market sectors, themes, and third-party broker’s choices, and be available initially as direct securities and ETFs.

Later, managed funds will be offered.

Recent winner of a Jobs for NSW government Grant which highlighted Mafematica’s solutions for assisting in forecasts savings (including superannuation), choices of investment portfolios to reach the forecasts, and ability to ‘saving the Government money’ over time.

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End User Consumers and Advisers
Advice Process Steps Goal Identification
Assessment
Implementation Review
Benefits Engagement uplift
Time saving
Cost per user per annum under $499
Time saving per client More than three hours per client
Cost saving per client $501 – $1000
Integration Not applicable
Website embedding Yes
White labelled Yes
System prerequisite No
Single sign on Yes
Data storage 3rd party or with planner
Privacy standards Highest
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval Not applicable