Xplore Wealth
HQ Address
Suite 1, Level 5, 28 Margaret Street, Sydney, NSW 2000, Australia
Website Address
Business introduction
Choice and Confidence
Discover our broad range of platform solutions including Managed Discretionary Accounts (MDA), Investment & Superannuation Wrap and Broker Services
Supporting our clients' growth
Xplore Wealth is one of Australia’s longest serving Specialist Platform Providers (SPP) and investment administrators, with extensive expertise in managed accounts. Xplore Wealth’s investment platform, broad managed account offer and superannuation services provide a choice of wealth management options for Australia’s leading financial advisory firms, full-service stockbrokers and wealth managers.
Xplore Wealth's broad range of platform solutions provide real choice for advisers managing their clients' wealth.
Choice
- A wide range of platform solutions including managed discretionary account, super and investment wrap and broker services.
- Access an extensive range of investments including domestic and global listed securities, domestic managed funds, fixed interest and cash.
- Choose the right model to suit your client.
Confidence
- A range of platform solutions that help advisers deliver the right product to the right client at the right time.
- Solutions that help advisers meet their best interest obligations.
- Making our clients business better, supporting them to deliver value to their clients.
- Delivering a superior level of service to the adviser and their client.
Xplore Wealth Solutions
Broker Solutions
Enhance your outcomes Providing shadow brokers, financial planners and ASX brokers with the ability to provide clients with a best of breed reporting and trading facilities across the complete spectrum of assets classes. Strengthen the value add to clients and provide greater flexibility around revenue generation for the business. A fully customised white......
business needs
view solutionInvestment & Superannuation Wrap
Deliver benefits to your clients A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. The wrap is operated by......
