Company

Built by advisers, for the whole practice.

Name: Emeraude
Address: Unit 1/42 Terrace Road, Perth, Western Australia, 6004, AU
Telephone: 08 9021 6753

Company

Emeraude was born out of the frustration of using the current suite of financial advice software. Akash Brahma and his team at Brahma Wealth were determined that there had to be a better way. combine it with the previous sentence so it’s no longer a sentence fragment and matched their desire to provide the best outcomes for their clients, drive efficiency, compliance, customer satisfaction and firm growth.

In 2021, Akash started building a new financial advice operating system (OS). It was designed around three principles:

01

Ease of use for the adviser and the whole team, focused on how advisers and their teams actually work.

02

Everything in one place, with no need to switch between applications.

03

One complete database which has all required data. Input data once and use it multiple times

Since then Akash and a growing team of developers have created Emeraude, the most comprehensive financial advice OS in the Australian market. The system is designed to be easy to use, with minimal training and logical workflows. It covers the activities of everyone in the practice, not just the Adviser. It is designed to be used with customers and help clearly explain their current and future financial positions. Most importantly, everything is in one place.

Brahma Wealth is currently using Emeraude OS to run their practice and it is now available for financial advisers across Australia.

Vision

Create a market-leading financial advice SaaS platform with associated services for the Australian and other similar markets. The system has to be adviser- and customer-focused and be a complete solution for the practice.