Xplore Wealth is one of Australia’s leading independent platform providers and investment administrators. Established in 2004, we deliver platform, administration and technology solutions to some of Australia’s leading stockbrokers, wealth managers, and financial advisory firms.
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 provides 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 delivers a broad range of investment solutions that deliver value to our clients and their clients. Our business is based on a strong philosophy that includes
Xplore Wealth is a leading specialist provider and administrator of:
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.