Supporting
our clients' growth

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.

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 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.

Our
Philosophy

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

Smart Solutions

  • A wide range of platform solutions for advisers and their clients including super and investment wraps, MDA, PAS.
  • An extensive range of local and global investments including 28 international stock exchanges, domestic managed funds, fixed interest and cash.
  • Access to the right investments to suit your client’s needs.
  • Trust, Integrity and Professionalism

  • A robust highly controlled operating environment.
  • An independent platform provider who isn’t vertically integrated.
  • A strong emphasis on maintaining high standards.
  • Trusted experts for our clients.
  • Partnership

  • Client centric, putting the client at the centre of everything we do.
  • Working with our clients to design solutions to meet their objectives.
  • 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.