Intama in The Rocks, Sydney | Financial service

Intama

Locality: The Rocks, Sydney

Phone: +61 2 8199 3499

Address: Level 26, 1 Bligh Street 2000 The Rocks, NSW, Australia

Website: http://www.intama.com.au

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• Business service
• Financial service
• Business consultant

21.01.2022 Clearly, there is a need for progression of advice model. #FinancialAdvice

21.01.2022 #ManagedAccounts #FinancialAdvice #WealthManagedment #SMA #MDA #MA #Intama #GrowthRealised

20.01.2022 #WealthManagers will need to be adaptable in the coming years. #WealthManagement #FinancialAdvice

20.01.2022 Very well said.

19.01.2022 Morgan Stanley is utilising technology effectively to provide better services to their clients: https://hbr.org//how-machine-learning-is-helping-morgan-st In our previous blog, we wrote about embracing innovations to improve what advisers do today. Read here:http://intama.com.au/disruption-best-thing-ever-happened-t/... #roboadvice #fintech #financialtechnology

19.01.2022 Here is our teaser for our podcast 2nd episode. Don't forget to stay tune on Tuesday. Subscribe to our channel: https://itunes.apple.com//podcast/the-intama/id1348520000 #ManagedAccounts #podcasting #applepodcast #itunes

18.01.2022 Our MD, Ray Djani, has been learning at IFA Convention today. The day kicked off by someone who knows a thing or two about independence #IFACON

18.01.2022 One of the implications found from the Accenture report.

16.01.2022 Technology can be a helping hand to improve your business processes.

16.01.2022 Our first #podcast episode will be published soon. Don't forget to tune in. Here is a teaser for you. #FinancialAdvice #WealthManagement #FinancialPlanning #FinancialServices #Intama #GrowthRealised #Strategy #Sydney #Australia

16.01.2022 Privileged to be attending #netwealthstudytour with conference kicking off today in the iconic #NYSE and we got to see the ringing of the bell for an IPO

15.01.2022 #ManagedAccounts benefits have been realised by the advisers who have adopted them. http://www.financialstandard.com.au//business-benefits-of-

14.01.2022 Stay tune to our #podcast channel! #Intama #ManagedAccounts #ManagedAccountSolution #FinancialAdvice #FinancialPlanning #Strategy

13.01.2022 #ManagedAccounts : Where do I start? Listen to our #podcast episode 2 where we look at the first steps you need to think about when you're looking at whether or not Managed Account is right for your business. #financialadvice #investments #ManagedAccountsSolution... https://itunes.apple.com//episode-2-managed-/id1348520000

13.01.2022 Stay tune tomorrow for our podcast episode 3 where I was joined by Brad Matthews, the founder and director of BMIS to discuss the role and importance of Investment Committees. Make sure that you subscribe to our channel: https://itunes.apple.com//podcast/the-intama/id1348520000 #financialadvice #investments #ManagedAccounts #InvestmentCommittees #WealthManagement

13.01.2022 Capgemini sees #hybridadvice as the future of #wealthmanagement. #FinancialAdvice

13.01.2022 The study of Cerulli Associates suggests that as competition for HNW clients tightens, it is the best opportunity to build a robust practice for the next generation of wealthy clients.

13.01.2022 #ManagedAccounts can benefit not only your clients but including you, your team and your firm.

13.01.2022 Those who utilise technologies will emerge with stronger and more successful businesses in the long run. #financialadvice #financialplanning #wealthmanagement #innovation

12.01.2022 #podcast #FinancialAdvice #WealthManagement #FinancialPlanning #FinancialServices #Intama #GrowthRealised #Strategy #Sydney #Australia

11.01.2022 Should you take advantage the opportunity, now that #ManagedAccounts are finally getting in the spotlight? In our previous blog, we talked about #SeparatelyManagedAccounts and what they can do for your business. You can read it here: http://intama.com.au/how-to-unleash-the-power-of-separatel/

09.01.2022 Day of investment insights @morningstarau conference #MICAU

09.01.2022 The rise of #ManagedAccounts is impressive. It starts to acquire a lot of attention from advisers and investors. #WealthManagement #FinancialAdvice

08.01.2022 What you need to know when establishing an Investment Committee? Joined by Brad Matthews, the founder and director of consulting firm BMIS, we explore the role and importance of Invesment committees. Listen to our latest podcast episode here: #investmentcommittee #investment #strategy #managedaccount #Sydney #Australia #wealthmanagement #financialadvice

08.01.2022 After a decade, #ManagedAccounts finally acquire demands and recognition. http://www.afr.com//managed-accounts-readying-to-go-mainst #WealthManagement #FinancialAdvice #Intama

06.01.2022 We are excited to share our podcast channel in iTunes. Listen to our first podcast episode "Why you should be considering a Managed Account for you business". Don't forget to subscribe so you will not miss out our next episodes. Feel free to leave a review. #podcast #itunes #FinancialAdvice #WealthManagement #FinancialPlanning #FinancialServices #Intama #GrowthRealised #Strategy #Sydney #Australia

06.01.2022 Lessons about perseverance, from our pet Cavoodle Chewy. #intama #growthrealised #wealthmanagement #financialservices #perseverance #financialplanning #strategy #execution

05.01.2022 #ManagedAccounts #FinancialAdvice

04.01.2022 IFA momentum building in adoption of #managedaccounts. Good to be here at IMAP conference

04.01.2022 Truly worthwhile program of insights and speakers @adviserinnovate with lots of passion for innovation and improvement #adviserinnovation

04.01.2022 We will publish our first #podcast episode next week and we are going to explore the benefits of #ManagedAccounts.

03.01.2022 Here is our answer to one of your key questions. Call us on +61 2 8199 3499 if you need our help. Please visit our website for further information of our services: http://intama.com.au/

02.01.2022 A reason to consider #ManagedAccounts offering. #WealthManagement #FinancialAdvice

02.01.2022 Persist to improve your practices. #FinancialAdviceGrowth

01.01.2022 #Financialadvice with the support of technology helps you become more effective and efficient. #wealthmanagement #wealthmanagers #HNW