Software platform for families and professional advisors
Photos: LINK Business Brokers
About the business
A proprietary software platform in Sydney, New South Wales, that helps families organise, protect and share critical information and gives professional advisors client engagement tools. It serves families and professional advisors, with 300+ active users and 30 professional licensees. The broker reports a first-mover advantage in a category with no direct competitors, and an AI integration roadmap ready for deployment.