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.
Financial Dispute Resolution (FDR)
David Greenslade has been appointed to the five person expert panel for the Government's reserve dispute resolution scheme; Financial Dispute Resolution (FDR).
This expert panel supports the large team of adjudicators and mediators with opinions about financial service provider and adviser practices, services and product relating to disputes in their specific area of expertise.>> Back to top
OnePath (NZ) Ltd
In New Zealand, Strategi has had a longstanding contract with OnePath (NZ) Limited (“OnePath”) to develop, support and grow financial advisory practices and networks (both investment and risk) that have a relationship with OnePath.
OnePath is a leading provider of insurance, superannuation and investment products in New Zealand, and is wholly owned by ANZ National Bank Limited.>> Back to top
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.>> Back to top
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.>> Back to top
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.>> Back to top
Moonstone is the largest supplier of compliance services to the South African financial services industry, with over 1,500 financial services provider businesses per annum regularly utilising its services. Moonstone also provides patented practice management software to selected partners. Strategi Ltd is the most respected supplier of Best Practice and compliance services to financial advisers in New Zealand. Both companies are 'best of breed' in their respective markets.
Moonstone and Strategi have signed a memorandum of understanding and are working closely to further refine and develop innovative, effective and cost efficient Best Practice and compliance services that can be utilised in South Africa, New Zealand and exported to Asia.
The relationship between both companies ensures that their respective clients know they are dealing with world class compliance training and review organisations, and know that the compliance officers are fully informed and trained on not only the legislation relating to their respective jurisdictions, but also comprehend the trends involved in world wide financial services compliance. This means Moonstone and Strategi clients can be ready for marketing opportunities and the next wave of regulatory reform that will shortly be rolled out around the world.>> Back to top
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.>> Back to top