Advisers are creating SoAs that are too long, which clients are subsequently not reading, thus locking themselves into lengthy SoA presentation meetings. In short, a highly inefficient advice delivery process! At Planimate, we revolutionise client engagement and save advisers’ time. We achieve this...See more
Headquarters:
Australia
Company Type:
MNC / Large Enterprise
Company size:
11-50 Employees
Year Founded:
2024 (1 years)
Address:
SYDNEY, NSW 2000, AU
LOW
spending power
