Launching soon, Forum 360 is the world’s first online meeting place for investors, advisers and the managers of their money.

Let's talk wealth
Forum360 Meeting Screen

The manager of your money comes to you.

Meet from your smartphone or desktop at convenient times through the year:

  • Schedule a Meeting that then syncs with your calendar;
  • Choose an area of interest or send a question so that management can prepare for what you want to discuss; then
  • Meet as though you were sitting across the table from the manager of your money.
Register your interest

No need to do this on your own. Talk to your advisor.

We have made it easy to keep your advisor involved:

  • Seek Advice from your existing advisor before or after a management meeting;
  • Join your advisor for a management meeting then collaborate; or
  • If you don't have an advisor then seek from those advertising their services on Forum 360.
Register your interest

Collate your key contacts and details on to a digital passport

Your digital passport is secured by multi layer encryption in partnership with Microsoft. Its yours for free to:

  • Collate your details for onboarding and the contact details of your advisor(s);
  • Collate contact details for your broker(s) and investment platform / supermarket;
  • Maintain complete control over with whom your passport information is shared;
  • Seamlessly transition from meeting to advice or investment;
  • Take the hassle out of onboarding to an advisor or broker by pre-filling the forms for you;
  • Take the hassle out of direct onboarding to a fund manager; and
  • Choose whether or not to automatically update your contacts with any changes.
Register your interest

Data Security is our DNA

Taking care of your identity is paramount to our mission. We have partnered with Microsoft to provide the latest in encryption and cloud infrastructure while ensuring our infrastructure is ready for the next leap forward in security.