Wealth Projector

  • 2020-present
  • Client
Project Description

Insignia Financial Ltd is an Australian financial services company that provides clients with a range of financial services including financial advice, investment management, superannuation and estate and trustee services.

In 2020, Wealth Projector was acquired by Insignia.

In 2021, Wealth Projector was awarded Best New Advice Technology Application by Investment Trends, a specialist financial services research organisation. They said it was "the pre-eminent implementation of a goals-based advice process in Australia and possibly the globe".

  • Skills
    • Design
    • HTML/CSS
    • Javascript
    • Backend
  • Client

    Insignia Financial