Revolutionise Your Business

Australia’s only direct-asset portfolio management tool,
built for advisers by advisers.
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The Direct Asset revolution

See why Advisors are shifting their clients to a Direct Asset solution.

Learn more about Direct Assets.

Features that deliver

From model management to detailed tax reporting, our software allows advisors to revolutionise their value proposition to clients.

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Diversify Revenues

Advice fees from product

Advice fees from product

Best Interest Duty risks

Best Interest Duty risks

Conflicted Remuneration risks

Conflicted Remuneration risks

"On review of the functionality in the Portfolios Direct ‘Pluto’ portfolio administration service, I was impressed on the depth of functionality available to advisers, accountants and investors. In particular the service looks to incorporate comprehensive security transaction, reporting and management of listed domestic security portfolios. I’d be surprised if financial professionals focussed in this asset sphere did not benefit from the clear enhancement to managing client portfolios this service offers over many traditional wrap platforms".
Wes Gillett
Head of Distribution at Powerwrap, ex Head of marketing and Distribution at Hub24

Still not sure? Contact us now

(02) 4201 7031