CompleteAssetManager

Financial Software · Australia · 1-10 Employees

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Overview

Headquarters

100 Railway Rd 10, Subiaco, Western Aust...

Phone Number

+61 893229222

Revenue

<$5 Million

Industry

Financial Software Software Business Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About CompleteAssetManager

Complete Asset Management (CAM) utilizes Praemium software and the V-Wrap portfolio management service to cater specifically to the clients of Professional Advisors, including Financial Planners, Stock Brokers, and Accountants. The company offers enhanced investment decision-making capabilities and operational efficiencies through a dedicated, non-custodial platform investment administrator. CAM provides 24/7 online access, detailed income and expense reporting, and ongoing support to simplify tax and financial reporting for investments. Their services are designed to empower Professional Advisors and their clients in managing their investment portfolios effectively.Explore more
Popular SearchesCompleteAssetManager Pty LtdCompleteAssetManagerCompleteAssetManager PO BoxSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CompleteAssetManager

<$5M
1-10
Private
-
-
N/A
$5.7M
11-50
Private
-
-
KG
Kevin GilliganManager, Investment
$5.5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1995
JM
Jill MayClient Relations Head
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

CompleteAssetManager is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

CompleteAssetManager is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about CompleteAssetManager.

CompleteAssetManager Tech Stack

A closer look at the technologies used by CompleteAssetManager

Top Financial Software Companies

Frequently Asked Questions Regarding CompleteAssetManager

What is CompleteAssetManager's official website?
CompleteAssetManager's official website is www.completeassetmanager.com.au
What is CompleteAssetManager's Revenue?
CompleteAssetManager's revenue is <$5 Million
What is CompleteAssetManager's SIC code?
CompleteAssetManager's SIC: 62,628
What is CompleteAssetManager's NAICS code?
CompleteAssetManager's NAICS: 52,523
How many employees does CompleteAssetManager have?
CompleteAssetManager has 1-10 employees
What industry does CompleteAssetManager belong to?
CompleteAssetManager is in the industry of: Financial Software, Software, Business Services
What is CompleteAssetManager competition?
CompleteAssetManager top competitors include: Maddern Financial Advisers, Praemium, Super Focus, Private Portfolio Managers
What technology does CompleteAssetManager use?
Some of the popular technologies that CompleteAssetManager uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API
How do I contact CompleteAssetManager?
CompleteAssetManager contact info: Phone number: +61 893229222 Website: www.completeassetmanager.com.au
What does CompleteAssetManager do?

Complete Asset Management (CAM) utilizes Praemium software and the V-Wrap portfolio management service to cater specifically to the clients of Professional Advisors, including Financial Planners, Stock Brokers, and Accountants. The company offers enhanced investment decision-making capabilities and operational efficiencies through a dedicated, non-... custodial platform investment administrator. CAM provides 24/7 online access, detailed income and expense reporting, and ongoing support to simplify tax and financial reporting for investments. Their services are designed to empower Professional Advisors and their clients in managing their investment portfolios effectively.Read More

Is CompleteAssetManager a public company?
CompleteAssetManager is private company therefore does not currently have an official ticker symbol
See more information about CompleteAssetManager

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