SecuritEase
HQ Address
Level 7, 25 Victoria Street, Petone, Wellington 5012, New Zealand
Website Address
Relevant Regions
Business introduction
Powering the future of financial markets, global investment management software solutions for wealth managers, stockbrokers, investment banks and more
The SecuritEase® System combines access to global markets with next-generation wealth management features to empower advisors and investment managers to focus on their core mission of delivering outstanding service to clients
Offering integrated end-to-end capabilities, the SecuritEase® System includes:
- Relationship management: multi-level account hierarchies with efficient account setup and maintenance, and automated integrations via APIs to leading 3rd party CRMs.
- Investment universe: comprehensive trading, clearing, and settlement across all asset classes, markets, and currencies.
- Portfolio strategy & management: sophisticated tools for investment portfolio construction, monitoring, rebalancing and reporting.
- Performance analytics & reporting: detailed insight tools including risk and return metrics, attribution analysis, tax optimisation and associated reporting.
- Advisor desktop: a next generation advisor desktop with dashboard insights across clients and portfolios with one-click drill in analysis and management.
- Compliance: embedded support for KYC, AML, GDPR, currency controls, and other global fiduciary standards and compliance requirements.
- Fees, billing, and commissions management: extensive capabilities for managing client fees and billing with sophisticated, multifaceted sales, advice, and referral commissions management.
Wealth management features seamlessly integrate with our core clearing, settlement, and post-trade services functions ensuring your entire business operates on real-time, synchronised, single-source-of-truth data.
TIARA batch reporting overview
11/04/2025
Business Overview
SecuritEase can play a pivotal role in the UK wealth tech space by leveraging its advanced capabilities to address key industry needs. Here are some ways it can assist:
Streamlining operations
SecuritEase offers end-to-end automation for clearing, settlement, portfolio management, and compliance. This can significantly reduce operational inefficiencies and costs for wealth management firms.
Personalised client solutions
With tools for investment planning, performance analytics, and reporting, SecuritEase enables wealth managers to deliver tailored investment strategies and insights, meeting the growing demand for personalised services.
Regulatory compliance
The platform's embedded support for KYC, AML, GDPR, and other global standards ensures firms can navigate complex regulatory landscapes with ease.
Integration and scalability
SecuritEase's seamless integration with third-party systems and its ability to handle multi-market, multi-currency operations make it ideal for firms looking to scale their services.
Enhanced client experience
By providing real-time updates, detailed analytics, and customisable reports, SecuritEase empowers advisors to offer a superior client experience
Customers
- Investec
- Sanlam
- Forsyth Barr
- Iress
- Jarden
Partners
The SecuritEase approach is to partner with its clients and prospects to develop functionality that allows strategic differentiation in the market. Our objective with the SecuritEase system is to deliver the cost benefits of packaged software with the flexibility and functionality of a custom developed application.
Key Data
Year founded
2000employees
51-200offices
10Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
SecuritEase Solutions
TIARA Tax Reporting and Asset Administration
Modern and intuitive UI design Our concept has always been to make the complex simple. To fulfil this, we have aimed for data transparency and availability across all areas, enabling users to navigate readily and find the information required with little friction....
business needs
- Data Management & Analysis
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
Client type
client geography presence
view solutionSecuritEase Next Generation Wealth Management
The SecuritEase® System combines access to global markets with next-generation wealth management features to empower advisors and investment managers to focus on their core mission of delivering outstanding service to clients. Offering integrated end-to-end capabilities, the SecuritEase® System includes: Relationship management: multi-level account hierarchies with efficient account setup and maintenance, and automated......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
