Partners

Featured Partners Browse All Partners →

Morningstar is a leading provider of independent investment research.

PwC is a multinational professional services company.

Deloitte is a multinational professional services company.

KPMG is a multinational professional services company.

Questrade is Canada’s largest non-bank online broker.

Xero is a cloud-based accounting system used by individuals as well as small to medium-sized businesses.

Accountants Browse Accountant Partners →

PwC is a multinational professional services company.

Deloitte is a multinational professional services company.

KPMG is a multinational professional services company.

A Squared Advisers is an accounting and financial planning firm located near Newcastle, Australia.

BDO Auckland is part of an international network of public accounting, tax and advisory firms.

BDO Australia is part of an international network of public accounting, tax and advisory firms.

Accounting Software Browse Accounting Software Partners →

Xero is a cloud-based accounting system used by individuals as well as small to medium-sized businesses.

Asset Managers & Robo-Advisors Browse Asset Managers & Robo-Advisor Partners →

Affluence Funds Management is a boutique investment management firm based in Australia.

Balance Impact is Australia’s first 100% online ethical investment service.

Macrovue is an Australian trading platform that offers model portfolios.

Six Park is an automated investment management service (“robo-advisor”) based in Australia.

Associations Browse Association Partners →

The Australian Shareholders’ Association (ASA) is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

FinTech Australia is an association of startups in the Australian financial services sector.

Brokers Browse Broker Partners →

Questrade is Canada’s largest non-bank online broker.

amscot Stockbroking is Australia’s best value and most comprehensive non-advisory broker.

ANZ New Zealand is the country’s largest financial services group.

The Bank of Queensland (BOQ) is an Australian financial institution.

Bendigo Bank is an Australian financial institution.

CMC Markets Stockbroking is Australia’s best value online broker.

Data Providers Browse Data Provider Partners →

Morningstar is a leading provider of independent investment research.

ASX operates Australia’s primary national stock exchange.

Chi-X Australia is a stock exchange and derivatives market operator.

Computershare provides stock registration and investor services.

FactSet provides financial data to global financial institutions.

Fundata provides information on Canadian investment funds.

Financial Advisors Browse Financial Advisor Partners →

A Squared Advisers is an accounting and financial planning firm located near Newcastle, Australia.

AJ Financial Planning is a boutique financial planning practice located in Prahran (Melbourne), Australia.

Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.

Bellmont Securities is a boutique portfolio manager and broker based in Sydney, Australia.

Financial Keys is a firm of professional financial advisers based in Sydney, Australia.

Fluid Financial Planning is a privately owned boutique financial planning firm based in North Sydney, Australia.

Other Browse Other Partners →

Abletech design and build web and mobile applications.

Australian FinTech is the #1 source of Australian fintech news.

DataMuse specialises in helping businesses monetise data.

Research Providers Browse Research Provider Partners →

Cuffelinks is a free investment newsletter written by Australian financial market professionals.

Livewire brings together investment insights from Australia’s leading investment professionals.

Simply Wall St turns complicated investment data into stunning visuals.