How we help

• Reliable cross-platform solutions for portfolio management and advice delivery have been costly and hard to find. Portfolio Cloud provides a user-friendly and cost effective alternative.
• For firms operating a zero-custody model, Portfolio Cloud provides direct access to ASX Chess to give firms autonomy over their workflows and compliance rules.
• API driven approach allows asset managers, stockbrokers and financial planners to take control of their operational and investment processes.
• Powerful and user friendly platform helps firms attract, retain and improve the well-being of their financial advisers.
• Portfolios can incorporate stocks, funds, fixed interest, cash and other non listed assets. Portfolios can be modelled on an asset allocation basis or discrete single asset basis as defined by your firms investment proposition, risk profiles or client profiles.

Who we help

• Advisers and dealer groups looking to control and simplify their advice processes and those looking to remove reliance on legacy providers.
• Investment managers looking to automate their business processes and collaborate more effectively with advisers, clients and platforms.
• Wrap platforms looking to upgrade their investment tools and remain competitive in a rapidly advancing and competitive industry.
• Stockbrokers looking for a ready-made advice process that can assist with a transition to holistic financial advice.

Our technology

• Portfolio Cloud's innovative technology framework provides a powerful and highly flexible suite of tools to automate and streamline end-to-end investment advice processes.
• Portfolio Cloud’s low impact integration delivers a scalable and productive environment that can centralise your technology landscape without disrupting existing platforms or custody relationships.
• Portfolio Cloud’s systems are hosted with leading cloud providers. Data is protected using enterprise grade controls to ensure privacy, protection and security.