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