Strategi maintains a number of close working relationships with major global players. This helps us keep our practices up-to-date and helps us benchmark our services against international best practice.
We regularly review our relationships to keep them competitive and transparent. Each of these companies helps us offer our clients a wider range of information and resources that we can honestly say are among the best available.
ING New Zealand
In New Zealand, Strategi has had a longstanding contract with ING (NZ) Limited (“INGNZ”) to develop, support and grow financial advisory practices and networks (both investment and risk) that have a relationship with INGNZ.
INGNZ is one of New Zealand’s largest investment managers and one of its fastest-growing life insurers.
INGNZ is wholly owned by ANZ National Bank Limited and has a licence from ING Corporate Services Pty Limited enabling it and related companies to use the ING brand, certain trademarks and other brand indicia owned by ING Group or its subsidiaries while transitioning to a new brand, which is expected to be by the end of 2010.
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Craft Advertising
Craft Advertising is an Auckland based advertising/communications consultancy that has had significant experience in working with financial advisers. Craft Advertising may be made available at the adviser’s cost to assist in developing any marketing, advertising or sales material and to provide general advice to advisers on marketing.
Creative Director Peter Grace has worked with David Greenslade for over 12 years, and helped over a dozen financial advisory companies with brand development and lead generation.
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Financial Application Builders Software Limited
Financial Application Builders Software Limited (FAB) have been providing leading edge software to the financial planning industry since 1994. FAB provide portfolio reporting and integrated CRM technology through its flagship product Forté Adviser Work Bench. Advisers utilising Strategi’s services are eligible for price discounts for these services.
Forté CRM Ltd is a wholly-owned subsidiary of FAB Software Ltd located in Christchurch, New Zealand. FAB Software was established in 1994 primarily developing software for the financial services industry. It was founded by Brendan Canton, Jonathan Hull and Scott Hamilton-Hill.
In early 2004 work began on the next generation product - Forté. The approach taken was to design a general CRM tool that was modularized so industry specific needs could be quickly and easily written.
Also in 2004 FAB Software merged with Nozicle Ltd, and the technology developed by Nozicle was merged into the Forté software products. Nozicle founder, Dr Jonathan Robinson, became the fourth director of FAB Software.
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Morningstar, Inc
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar’s mission is to create great products that help investors reach their financial goals. It offers an extensive line of internet, software, and print-based products for individual investors, financial advisors, and institutional clients.
Morningstar is a trusted source for insightful information across a spectrum of investment disciplines. With operations in 19 countries, it currently provides data on more than 300,000 investment offerings.
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brillient
Strategi periodically teams up with brillient! in order to publish and promote articles and initiatives designed to assist the development of the financial advisory industry.
brillient! is a boutique investment publishing house. It specialises in providing innovative, independent solutions to the challenge of effectively communicating complex investment solutions. brillient! does this by collaborating with researchers, authors, thought leaders and investment managers to communicate with different specialist groups within the Australian and New Zealand wealth management communities.
