Creativemass, established in 2017, is a pioneering company in the financial services sector with operations in the US and Australia. The company offers a comprehensive platform that integrates advanced technologies to simplify and enhance the delivery of financial services. Its flagship product, built on Salesforce, provides a range of capabilities including portfolio management for listed and unlisted assets, donor and fund management, client applications, insurance product interfaces, and estate planning. Creativemass serves financial advisors, brokers, and asset managers, helping them manage client information, track application processes, and maintain investment documentation seamlessly. The company operates on a SaaS (Software as a Service) business model, generating revenue through subscription fees. With a diverse team of industry and technology specialists, Creativemass is rapidly expanding its global footprint, now boasting six offices across three countries.

Keywords: Financial services, Salesforce, portfolio management, client applications, estate planning, asset management, insurance products, SaaS, global expansion, advanced technologies.