Why change to SelfWealth?
We'll save you and your clients time and money with innovative new tools, allowing you to concentrate on the important elements of your business.

Create model portfolios
Our innovative model portfolio functionality allows you to create up to five model portfolios based on your clients' risk profiles.

Famous $9.50 brokerage
Take back control of your brokerage costs. Your clients save and your business is more profitable.

Rebalance all clients in minutes
Don't spend days realigning your clients portfolios. Spend this time building relationships.

Research and stock analysis
Access to Refinitiv (previously Thomson Reuters) research and stock analysis, company overview, price forecast.

Online client access
Give your clients visibility of their trading account and portfolios, with the option to place their own trades.

All the reporting your clients need
Access to a wide range of investment and EOFY tax reporting, including income statement reports and capital gains tax reporting.

Competitive cash rate
Cash located in clients' cash accounts generate interest daily.

Data feeds
Access cash and transaction information via a range of software, including Xplan, BGL and Class.

Multiple account types supported
We support a variety of accounts: companies, trusts, SMSFs, joint and individual accounts.