Consilium offers a wide range of innovation solutions for independent financial adviser practices and financial institutions. These solutions include Consilium Wrap Platform, Synergy Investments, Consilium Investment Committee, XPlan CRM, and a variety of advice processes and practice management tools. Our service model extends to other key areas of an advisers business and messaging needs. We offer education, analytical tools, practice management support, networking opportunities and other resources advisers can use to enhance their clients investment experience and grow their business. Consiliums team of client service specialists work closely with advisers to match our capabilities to their needs.
Consilium offers a wide range of innovation solutions for independent financial adviser practices and financial institutions. These solutions include Consilium Wrap Platform, Synergy Investments, Consilium Investment Committee, XPlan CRM, and a variety of advice processes and practice management tools. Our service model extends to other key areas of an advisers business and messaging needs. We offer education, analytical tools, practice management support, networking opportunities and other resources advisers can use to enhance their clients investment experience and grow their business. Consiliums team of client service specialists work closely with advisers to match our capabilities to their needs.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 51-200
- Revenue Range
- Not available
Location
- Address
- Canterbury Christchurch
- City
- Region
- Postal Code
- 8013
- Country
- New Zealand