Share broking

A flexible end to end administration and taxation solution for stockbrokers and those financial advisers who predominately utilise ASX listed shares in client portfolios.

See the vast range of benefits below to enhance your clients’ objectives.

Enhance your

Providing shadow brokers, financial planners and ASX brokers with the ability to provide clients with a best of breed reporting and trading facilities across the complete spectrum of assets classes. Strengthen the value add to clients and provide greater flexibility around revenue generation for the business.

  • A fully customised white label service;
  • Flexibile reporting;
  • Deploy an efficient, enhanced fee for service and transactional revenue business model
  • Turn Key Broker Concierge Wealth Management implementation
  • Multiple trading partners.
  • All trades will be cash vetted and settled DVP with trading participants;
  • Provides full Corporate Actions Management;
  • Capability to trade and report on unlisted financial products;
  • Complete multi-currency capability including income, FX dealing

Traditional Broking Account

Xplore Wealth provides a full choice of broker and execution agnostics, the ability to upgrade or enhance the client web experience, encourage client self-service and a single access point for clients (and advisers).

Full Service (PAS) Accounts

Outsource admin work for HIN accounts with a modern and flexible User Interface for clients to access, plus enjoy an extensive and customisable reporting pack including Tax Statements.

Self-Directed Investments

Slash clearing and settlement costs on transactional business and integrate STP trade solutions via FIX/IOS/IPS systems. Also get full access to over 20 direct global markets.

Managed Accounts

Deploy an efficient AUM based business model with a highly automated SMA/MDA model process and Global security universe including FX.