Tribeca Financial is a mid-tier financial planning firm situated in inner Melbourne, Australia. Their team is passionate about simplifying the financial world to ensure you are not bombarded with jargon you simply don’t have time to understand. Through a simple 4-step process they will have you on track to reaching your financial potential.
How we work together
Tribeca Financial is a Sharesight Pro Silver Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients.
Their thoughts on Sharesight
Sharesight has reduced our review appointment prep time by around 30%. This adds up to around 300 hours per annum at the moment, which we are able to invest back into new clients, or adding more value to existing clients in other ways.
Ryan Merrett, CIO, Tribeca Financial