The expansion of its managed funds, superannuation and managed accounts suite is a priority for newly merged Direct Portfolio and Pentafin.
The group also aims to revolutionise customer care in the financial services industry, according to chief executive Connie McKeage.
"We see ourselves as a business solutions firm, so what we are looking for now is a lift out of a back office that will combine operations even more and not just technology," McKeage said.
"As a result of the merger we have now deepened our unique blend of experienced technologists and financial services business people to drive an organisational culture of 'business savvy' creativity and innovation."
The roll out of an enhanced suite of products, targeted primarily at financial planners and institutions, will be overlayed with best of breed workflow, communications and messaging technology, she said.
"We're mainly concentrating on the lngevity product, our messaging and workflow in particular and communications layer because that's what ties everything together at a low cost," McKeage added.
"So if you come in as a client, all of a sudden you can see your direct shares and your funds and where they are in a process from one point."
With a combined $240 million in funds under management, the Direct Portfolio/Pentafin business will move to a combined new brand as of July 1 this year, McKeage said.
Employees will be merged into one office by the end of May and the combined entity will be rebranded.
