We champion professional financial advice and those who deliver it
We provide innovative, globally recognised best practice systems and solutions to support the quality, reputation and reach of professional advisers
We see a world where everyone has access to professional advice to improve their financial security and wellbeing
What we do
Consilium offers a wide range of innovative solutions for independent financial adviser practices and financial institutions. These solutions include Consilium Wrap Platform, Synergy Investments, Consilium Investment Committee, XPlan CRM.
Our service model extends to other key areas of an adviser’s practice and messaging needs. We offer education, analytical tools, practice management support, networking opportunities and other resources advisers can use to enhance their clients’ investment experience and grow their business.
Consilium’s team of client service specialists work closely with advisers to match our capabilities to their needs.