Active personalisation is the new active investing. Briefcase allows you to design portfolios with client, advisor & market inputs in minutes so your clients get exactly what they want.
Headquarter Australia |
Year founded 2022 (2 years) |
Funding status Private |
Company type SME |
Chief Technology Officer
Chief Investment Officer
Founder & CEO
Job title | Name | Email | Country based in | Job Function | Seniority | |
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Chief Technology Officer | hidden.item | hidden.item | hidden.item | |||
Chief Investment Officer | hidden.item | hidden.item | hidden.item | |||
Founder & CEO | hidden.item | hidden.item | hidden.item |