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.

Our
History

Xplore Wealth Ltd (ASX: XPL) (formerly Managed Accounts Holdings Ltd) was established in 2004 to provide Managed Discretionary Accounts (MDAs) to the financial planning market. Over the next 13 years the Group grew to approximately $2.5 billion in funds under administration (FUA) – making it Australia’s largest specialist MDA provider.

In November 2017, the Company merged with the Linear platform business in Melbourne. Linear, which was established in 2008 to provide administration and technology solutions to the wealth management industry with a focus on platform, superannuation, registry administration and reporting solutions. At the time of the merger Linear had over $10 billion FUA on behalf of some of Australia’s largest private banks and stockbroking firms.

Xplore Wealth also fully owns an APRA regulated Registrable Superannuation Entity (RSE) licencee, Aracon Superannuation Pty Ltd, the trustee of Aracon Superannuation Fund ABN 40 586 548 205. .

Our
Philosophy

Xplore Wealth's broad range of platform solutions provide real choice for advisers managing their clients' wealth.

Bespoke Solutions

  • A wide range of platform solutions including Managed Discretionary Account, Super and Investment Wrap and Direct HIN.
  • 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.
  • What we do

    Xplore Wealth is a leading specialist provider and administrator of:

    Investment
    Wrap

    Super and
    Pension
    Wrap

    Managed Discretionary Accounts
    (MDA’s)

    Portfolio Administration Service
    (PAS)

    As an administrator, Xplore Wealth provides investment administration and associated services for Independent Financial Advisers (IFA’s), Investment Managers, Stock Brokers, Private Banks and Institutions with both wholesale and retail client bases.

    Xplore Wealth offers clients a superior technology solution through a combination of in-house Australian-based software development and best-of-breed software from external vendors.

    Over the years, our expertise and experience in building Private Label Services has enabled many adviser groups to deliver a superior Service for their own business and their clients.