ASX AND MEDIA ANNOUNCEMENT
9 October 2014
ELS 10/2015
Decimal Appointed Technology Partner by WealthSure
New generation technology chosen to drive transformation and opportunity for WealthSure, one of
Australia’s largest non-aligned dealer groups with 180+ advisers
Decimal Software Limited (“DSX”) today announced it has been appointed as preferred technology
partner by WealthSure, a non-aligned dealer group with over 180 advisers, to provide financial planning
and collaboration software. The partnership sets the framework for Decimal to provide core real-time
technology for client engagement, advice, sales, service and compliance across the group.
The partnership marks the first strategic win within the non-aligned financial planning segment for Decimal
since commencing go to market activities in mid-2014. WealthSure, one of the wealth management
industry’s largest non-aligned groups, has been undergoing significant transformation over the last 12
months, and is now focused on growth.
David Newman, CEO of WealthSure said: “I believe that new capability is required to meet the changing
needs of customers, as well as reduce costs and manage risk. The technology transformation delivered by
Decimal’s platform will address these needs, and become a critical enabler for the organisation’s next phase
of growth. Decimal’s technology capabilities will help us grow, as both individual practices and a group, whilst
also delivering unprecedented fulfilment efficiency and compliance management. We were attracted to
Decimal by the ease of provisioning and minimal capital expenditure, characteristics which have never
existed in the wealth management industry before.”
Michael Sertorio, Executive Chairman of Decimal said: “The appointment by WealthSure is an important
milestone for Decimal, and validates the strength of our business strategy and offering, at the outset of our
entry into the IFA marketplace. We are excited to play a strategic role with David and his team as they grow
the business, and provide industry-first capabilities to WealthSure’s member practices.”
Enquiries:
Michael Sertorio
Decimal Software Limited
Executive Chairman
Tel: 1300 220 799
[email protected]
Stef Weber
Decimal Software Limited
Company Secretary
Tel:1300 220 799
[email protected]
DECIMAL SOFTWARE LIMITED
1/174 Hampden Road Nedlands, WA, 6009
Phone: 1300 220 799 Fax: +61 2 8074 8616
ACN: 009 235 956
About Decimal
Decimal is a 100% cloud technology for financial engagement, advice, service and compliance. It provides
financial advisors and institutions with real-time capability to engage with, and service clients in a way
that is seamless, fast and secure.
For advisors such as Financial Planners, Accountants and Stockbrokers, Decimal delivers new business
opportunities which are done through online collaboration with clients and partners and new levels of
practice efficiency and compliance management.
For institutions, Decimal provides a platform to develop new customer driven digital channels to a deeper
market. Decimal’s passion is to enable customers to reach new heights of growth and efficiency using the
power of Decimal’s platform and the cloud.
For more about Decimal go to www.decimal.com.au
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