Intello | SMSF Solved Competitors

Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. The company provides a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations. Today, over 1,400 ASX listed and unlisted clients trust Automic’s 250 employees to manage their registry, investor and board requirements and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past 2 financial years, Automic has won 50% of IPOs and 70% of listed companies who have switched registries.

Who we are? • We are the only “enterprise” SMSF administration platform business in Australia. • As an enterprise solution, with end-to-end technology and administration capability, we can integrate with client and supplier applications. • We own our general ledger software, our workflow solution and processes, Data Hero® document automation, we have our own client portal, and all linking end-to-end to the technology platform that we own, control, and can scale. • We are one of only three SMSF accounting software solutions in the market. • We are the only accounting software provider to small APRA funds (“SAF”) in the market. • We offer enterprise-level information security with ISO 27001 and SOC 2 accreditation. • We are an approved SuperStream and ATO Digital Service Provider participant. • We are a business with deep technical in-house expertise to support the complex needs of SMSF. Why is this so important? At a base level, enterprise means owning the technology – the source code – that can streamline and simplify complex business processes. Being an enterprise administration business means owning our own software, our own workflow solution and processes, having our own client portal, and all linking end-to-end to the technology platform that we own and control. It means having control to make changes when needed rather than the risk of being reliant on a third-party software supplier. It means our business solution can scale to handle hundreds of thousands of clients when our largest competitor can only manage a few thousand clients. It means having the capability to integrate with client and supplier applications. It means having control of our security environment and cyber posture that defends us from attack and controls our content after it leaves our firewall. It means we can build integrated technology solutions for institutional level partner businesses – something our competitors are unable to offer.

ClearView is a fully diversified Australian life insurance and wealth management business. We’re committed to helping financial advisers, strategic partners and customers by providing access to a range of market leading life insurance and wealth management solutions.