Solution introduction

A flexible end to end administration and taxation solution for stockbrokers and those financial advisers who predominately utilise ASX listed shares in client portfolios

See the vast range of benefits below to enhance your clients’ objectives

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 label service
  • Flexibile reporting
  • Deploy an efficient, enhanced fee for service and transactional revenue business model
  • Turn key broker concierge wealth mManagement implementation
  • Multiple trading partners.
  • All trades will be cash vetted and settled DVP with trading participants
  • Provides full corporate actions management
  • Capability to trade and report on unlisted financial products
  • Complete multi-currency capability including income, FX dealing

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