Features

Features

Our software has been designed to enable advisors and money managers to deliver a service unmatched in our Industry. We are the framework that sits beside the advisor and clients, not in-between.

Our software amplifies the benefits of moving your clients to a non-custodial / HIN based solution.

Model Management
Trading Capabilities
Tax Reporting

Model Management:

Free your client’s capital from outdated restraints; we give the advisor the tools to run investment management in house or outsource this process to trusted money managers.

  • Individually Managed Portfolio (IMP) and Separately Managed Portfolios(SMP) capabilities
  • Customisable real-time performance reports
  • Update your models in minutes at anytime, anywhere.

Trading Capabilities:

Shift to the opportunities at a lightning pace with our ground-breaking bulk rebalancing tools

  • Rebalance specific asset classes, managers or clients with confidence
  • Customise the client experience with client specific rebalancing tools that truly deliver an IMP solution.
  • Access brokers that fit your pricing model
  • Our automated ROA module allows our software to fit with your current ASIC license

Trading Capabilities:

Shift to the opportunities at a lightning pace with our ground-breaking bulk rebalancing tools

  • Rebalance specific asset classes, managers or clients with confidence
  • Customise the client experience with client specific rebalancing tools that truly deliver an IMP solution.
  • Access brokers that fit your pricing model
  • Our automated ROA module allows our software to fit with your current ASIC license

Tax Reporting:

Deliver real tax time advice to your clients through utilising Australia’s first double-entry accounting platform.

  • Access a range of real-time tax reports that give you the tools to provide advice at any time of the year..
  • Advise on all asset classes including client owned property, securities, and cryptocurrency
  • Grant limited access to you partnered third party accountants and/or auditors.