With a range of flexible services, we collaborate with financial specialists to streamline their processes and ensure they are able to focus on generating value for their clients.
With a diverse team of technology and industry professionals, we deliver market leading tools that enable advisers, fund managers, and financial institutions to get ahead and focus on what matters – delivering world class investment outcomes to their clients.
What started out as providing advice document generation and sophisticated workflow management tools, expanded rapidly to incorporate portfolio management, rebalancing technology and straight through trade processing. This technology suite provided the foundations for our current product offering, allowing us to service clients in a range of different product spaces, from non-discretionary financial advice through to full service Managed Account solutions.
Today, Portfolio Cloud services over 7 Billion dollars of client portfolios, completes over 1 million trades per annum, and continues to grow our footprint both locally and overseas.
David is a highly experienced investment manager with over 17 years of experience in managing equities and fixed interest/hybrid assets. He has managed over $1 billion in emerging markets equities as a Portfolio Manager at Metisq Capital and served as an Executive Director at Halidon Asset Management.
David's expertise lies in developing trading, portfolio rebalancing, and portfolio management systems using a quantitative investment approach. As a Co-Founder, David has played an integral role in building PortfolioCloud's product and has led the development of key features such as Portfolio Rebalancing and Model Portfolios.
Matthew is a highly experienced software engineer with over 20 years of experience across various industries and disciplines. He discovered his passion for coding at a young age and has since developed a comprehensive understanding of technology as a business.
With extensive expertise in .NET development and AWS, Matthew has designed and implemented cutting-edge technology solutions for a range of large organizations. As the CTO of Portfolio Cloud, he is responsible for architecting and delivering high-performing, cloud-based solutions that are both fast and enjoyable for customers.
Mark has over 20 years of experience in Australia, the UK, and South Africa, with a track record of scaling successful platform and advice businesses. He held the position of head of Operations at Transact, the first UK open architecture platform, which is now a $2 billion FTSE 250 company.
He also held positions as CIO at Saunderson House and Operations Director at AXA Wealth Elevate platform. Mark has extensive experience in developing technology propositions and building scalable wealth management operations. Prior to this, he was Managing Director at Confluent.net, a consultancy focused on helping early-stage SaaS platforms grow and expand.
Baxter is a dynamic leader with a proven track record of driving growth and innovation in consumer tech and SaaS companies. With a strategic and commercially-minded approach, he excels in developing operational strategies for companies of all sizes and stages of growth.
Baxter's passion for solving complex problems in innovative ways has helped him identify numerous opportunities for growth and provide valuable insights and guidance to teams and organisations. At PortfolioCloud, his expertise is helping the company achieve even greater success.