Hamish Moore CFA

Creativemass (Via WealthConnect) provides the next generation technology platform for wealth management and financial advice, put simply it is "the future of financial advice, now". My role as head of Corporate Development is to introduce and improve relationships with our partners and help promote solutions for our partners and their clients that we firmly believe will improve their business outcomes within the complex web of the financial services industry. WealthConnect focuses on a simple concept that the more time we can give back to the adviser, the better their relationships will be with their clients and the better their businesses will be. This objective is achieved by : - Using modern technology to reduce complexity, back office functions and improve compliance, leading to a more efficient and compliant business with greater margins; and - Using modern technology to provide customised multi-platform reporting, easily segmented marketing and bespoke integrated client communication improves client relationships and top line growth; WealthConnect sets itself apart from current solutions by not only achieving the objectives above, but by implementing an open architecture, wealth platform agnostic, modular solution which allows our clients to consistently add "best of breed" tools to their business-wide solution, without locking them into a prescriptive approach designed by a software provider, not a wealth business. Built on Salesforce, as an extension of the Financial Services Cloud the platform is built proactively acknowledging the recent changes in the regulatory environment. WealthConnect provides a single end to end environment for advice businesses consisting of; CRM (built on Salesforce), Financial Planning, Portfolio Management and Modelling, Compliance, Practice management, Documentation, Marketing and Research.