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Free your client’s capital from outdated restraints; we give the advisor the tools to run investment management in house or outsource this process to trusted money managers.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