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Briefcase

Financial Services

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Briefcase

Overview

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.

  • University of New South Wales

    University of New South Wales, Barker Street, Kensington, Eastern Suburbs, Sydney, Randwick City Council, New South Wales, 2033, Australia

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