TIKKER

Head Office

Firm Overview

Automating Portfolio Operations on Platforms to improve Consumer Outcomes.

Inefficiencies in Discretionary Portfolio Management's market infrastructure are stifling growth, inviting risk, and presenting a barrier to digital services.
Consumer Duty and SDR add complexity to this crucial retail investment service, and the process of maintaining these models is not fit for purpose. Talented teams are burdened with repetitive work, causing high turnover and driving new talent away from the industry.

The inadequacies of these systems generate friction between distribution and operations, limiting growth and whole-of-market offerings. Businesses aiming to reduce costs are unable to find the efficiency gains provided by centralised services or digital offerings. How then do we bridge the advice gap?
Tikker is on a mission to create simple SaaS products that streamline these processes so that tasks can be performed once and then automated across the multitude of platforms they are repeated on. This frees up the team to focus on investment outcomes and growing the business. Working together, we can remove repetition and release potential.