Retirement SAAS


Completed Offer

Business Highlights

This Company has developed the only globally configurable holistic digital retirement software to make retirement planning simpler, more accessible and engaging for the 80% of their clients who do not have access to, or can afford traditional financial advice.

The Company’s SaaS platform is used by banks, retirement funds, financial advisers and companies with loyal customer bases as their retirement planning platform to deliver engaging and executable advice at a low cost to their customers.

The aim is to enable its corporate clients to make retirement advice available, accessible and affordable to all of their customers via advice delivery technology solutions.

To achieve this, they have developed the world’s first holistic enterprise focused omni-channel advice delivery technology. The software provides consistent, fully compliant retirement advice to the customers of the client organisations across multiple platforms of digital, phone or face-to-face, across numerous topics. The platform is quick to install, regulatory compliant, easy to integrate into existing environments and scalable in terms of user numbers and topics.

The Company has significant implementation traction in Australia securing provision of their software to around 80% of working Australians within 2 months of launching their beta product. They are seeking expansion capital to take advantage of distribution partnerships being finalised to replicate the software and business model in either China or the USA.

The Company is seeking to raise A$500,000 to fund the design & development of a China or US version of the Australian SaaS platform to launch by January 2019 with local partners.

Key Transaction Information

A$500,000 Capital Raise (EV A$12.5M)

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