About Hero

Hero Software is a division of Hero360 Holdings Pty Ltd an Australian company within the Fintech sector of the Financial Services Industry.

Hero is a cloud-based wealth advice CRM platform offering a Hybrid RoBo Advice,360-degree Adviser/Client portal.

We hold Patented Innovative Data structure, thus allowing the platform to encompasses six critical functionalities that enhance the ability to provide “dynamic strategy advice” modelling for the Advice and Superfund industry.

Key aspects of our design are

• Real-Time Updates; ensures the making of informed decisions both by advisors and clients.
• Streamlined Business Processes; help advisors / firms operate efficiently to keep the costs low, and provide better transparency and a seamless client experience.
• Multi-Product, Multi-Asset Class Capability is critical for processing various classes of investments across client segments.
• Flexible and Agile Platform allow firms / advisors to add business services as required such as Office 365. Technology components can also be upgraded with improved functionality more easily with a Services Oriented Architecture (SOA).
• Compliance and Risk Management for the wealth management firm and the client to meet regulatory requirements and manage credit, market, and operational exposures to events that can negatively impact portfolios and profitability.
• Scalability to support increases in levels of business volume into other market segments and geographies without a corresponding increase in the Advice Practice cost base.

The platform directly suits;

• Engaged and non-engaged clients of advisers
• Industry and Retail Large Volume Super Funds seeking to engage with their members
• DIY and SMSF clients
• Consumers seeking to DIY money management and cash flow positioning
• Clients with Multiple goals, seeking outcome based advice that captures all in one place
• Accountants transitioning to or with Advisers and seeking a combined Accounting/Financial Planning platform.