OpenMarkets
HQ Address
Level 5, 500 Collins Street, Melbourne, VIC, 3000, Australia
Website Address
Business introduction
A wealth of technology for fintechs and finance professionals
We help you access your slice of the financial markets faster and smarter than ever before, from execution to AI-driven risk management, intelligent goals-based advice, portfolio rebalancing and client nurture tools
What we do
Openmarkets is one of Australia’s largest retail brokers, clearing more than $50 billion in trades annually across more than 200,000 accounts.
Much more than that, we provide a full range of white-labelled technology solutions across onboarding, order management, managed accounts, risk management, client management and advice.
Powering productivity.
White-labelled solutions that put you in front.
We've developed a state-of-the-art toolset to increase efficiency, such as our AI-driven risk management for options trading, our fully featured cloud-based CRM with financial modelling and advice documentation built in, and our next generation advice tool that uses next generation statistical techniques to model thousands of portfolios in seconds.
Removing friction.
Integrations that streamline your workflows.
Individually, each of our products are elite athletes, but they work together better than an Olympic relay team. An integrated Openmarkets toolset saves you time while reducing error and risk, so you can spend more time on the stuff that matters – like talking to your clients. We’re more than the sum of our parts – and we’ve got great parts!
Bundled savings
Combine our solutions to save.
Not only do our products play together well – it pays to have them together, too. Bundle them up for extra savings, even greater return on investment and the ease of having one place for all your tools.
Home of the disrupters
API solutions that have changed the game.
We re-engineered execution, clearing and settlement with state-of-the-art tech to significantly reduce brokerage costs. Fintechs can easily connect to the market via our APIs and deliver affordable trading to many Australians. We’re simply the home of anyone who wants the smartest solutions available, opening up market potential and scalability.
OpenMarkets Solutions
Advice
Our engaging interface helps put your clients’ best future at your fingertips. Stochastic fantastic More confidence. Less risk. Better outcomes. Get the best possible future at your fingertips using our stochastic modelling and proprietary algorithm – this lets your client choose the level of confidence in projections (e.g. 95%), while traditional modelling only......
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Client Manager
Radically reduce admin time with single customer views, built-in workflows, templates, drag-and-drop advice documentation and powerful portfolio management. Grow with the flow The seamless adviser CRM Regardless of whether you’re a financial planner or a private wealth manager, streamlined data integration and information handling increases efficiency, reduces errors and manages compliance. Less stress......
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Enterprise APIs
We support some of Australia’s smartest fintechs and help them deal with the markets so they can get on with what they do best. Built for better fintechs. Developed by market experts Used by some of Australia’s biggest fintechs, we let you create bespoke trading experiences for customers while supporting you with our......
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Execution
We clear over $50 billion in annualised trades across over 200,000 accounts, supported by local, experienced customer support and trading desk DMA the better way Direct market access, streaming live data. Plug into our APIs, Openmarkets Order Manager, or even if you BYO front end – you get direct market access to equities, options,......
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Managed Accounts
Reimagine portfolio management and advice workflows. Intelligent automation in the cloud Transform your business, improve client outcomes and save a heap of time with our rapid rebalancing technology that works with your investment management systems to automate portfolio rebalancing and management. Enterprise grade rebalancing technology Optimise at speed with compliance in mind Supports adviser or......
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Onboarding
Let us handle the HINs, KYC and bank accounts and fast-track your clients while you handle the in-flight experience. Accelerate client acquisition Conversion-based user flows Our stress-tested onboarding processes save you time, money and hassle. Paperless registration and electronic verification will have your clients investing in no time – which is how long......
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Order Manager
Live and local Your window into equity markets Manage the markets on your terms with fully customisable personal dashboards. Easily deployable to your team, our web-based OMS includes full market depth, stock screener, award-winning charting, news, broker reporting, watchlists and more. Execute your orders with up-to-the second information and data, including client......
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Risk Manager
Serving the lion's share of the Australian retail derivatives market, Risk Manager is the de facto choice for derivatives advisers. Powered by Australia’s only real-time margining and risk engine (as seen in the ASX Options Trading Game), with Risk Manager you can build, visualise, stress-test and model options strategies and......
