Xero provides a beautiful and easy-to-use cloud-based accounting software service for small businesses and their advisors around the world. Run your business on the go with a real-time view of your cashflow when you login from anywhere, anytime on your Mac, PC, tablet or phone. Get paid faster with online invoicing, and reconcile in seconds as Xero imports and categorises your latest bank transactions.
Class Super is a leading cloud based SMSF administration software used by accountants, administrators and advisers. Many firms across Australia rely on Class to quickly and efficiently administer thousands of SMSFs. Class streamlines SMSF administration, delivers automated solutions that enable a range of users to manage, administer and report from this single system.
FYI delivers a step change in practice automation and efficiency with its secure document storage and signing at your fingertips. It’s a new generation document management platform developed for the modern practice ecosystem. Store every email, document and client interaction in the cloud and automate repetitive processes. Your practice will run smoothly and efficiently and achieve so much more.
BGL delivers SMSF administration and corporate compliance management software solutions to businesses in many countries – all through its user-friendly and highly intelligent web applications, combining amazing UX with powerful technology.
Xplan is a financial planning and wealth management software that is used to manage client portfolios. It is also used to review strategies, compare objectives, and store documents – all in one central system.
Midwinter (AdviceOS) is a comprehensive financial planning solution built for financial professionals and their clients. It provides sophisticated financial modelling, practice management and client engagement tools to simplify how advice is delivered.
Macquarie is a global financial services group dealing with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, specialist advisory and much more.
Macquarie Wrap is an investment platform designed to manage a range of different asset types. With a Wrap account, all investment buys and sells can be placed via Macquarie’s online portal.
The Macquarie Cash account provides fast access to capital. The account works for SMSF trustees, online traders and professional investors as a saving hub in between opportunities.
Netwealth is an award winning platform used by financial professionals to offer their clients investment outcomes at a lower business cost. Easily managing bulk transactions, accessing managed accounts, rebalancing model portfolios, efficiently managing corporate actions and auto reinvestment for clients.
Hub24 is an award winning platform used by financial professionals to offer their clients a broad product choice and an innovative experience. Hub24 platform offers a comprehensive range of investment options with enhanced transaction and reporting solutions for all types of investors.
Praemium makes it easy for Advisers, Stockbrokers and Family Offices to manage their clients’ investment portfolios, great and small, using one unique integrated Managed Accounts platform with market-leading digital client and business reporting tools.
IOOF is a leading provider of quality financial advice, products and services. They have a broad range of wealth management products and services, as well as highly respected adviser groups that provide tailored solutions to help achieve financial goals. IOOF is made up of a number of leading brands that provide financial advice, superannuation, investment and estate and trustee services.
WealthO2 launched in 2016 and has since brought automation to compliance, execution processing, broker data connectivity, rebalancing and sophisticated performance and analytics. They also opened up trading managed funds allowing this to slot into existing workflows at lower costs. Superannuation is their latest member offering – the personalisation, transparency and flexibility of an SMSF for a lower cost and helping advisers and clients work together to choose a mix of assets that meet investor goals.
Australian Money Market is a great addition to your tech stack, allowing you to access rates and place investments directly through the AMM investment marketplace. AMM streamlines the administration of investing in term deposits, cash investments and other investment product opportunities with over 25 financial institutions. Ease of transferring investments between institutions means increased efficiencies and reduced administration burdens.
Mason Stevens serves as a trusted partner to leading Advisers, enabling growth by providing a universal investment offering including global investments, administration and technology, and unique insight to a range of investment options via a sophisticated investment service.
Sentinel is an investment platform that allows a financial professional to invest on behalf of a client, client supported investment or Self Directed (DIY) investment options. Sentinel’s approach lies in Security and Quality of the stocks and long term outlook for their investment, diversification of investment and liquidity. All this with transparency as the main focus.
Implemented Portfolios is an investment platform that supports financial professionals by providing a scalable, individually managed account service. They aim to create an engaging investment experience that gives valuable time back to Advisers to ensure they are spending time on things that are core to their role.
Xplore Wealth is an investment platform that supports financial professionals to manage and grow their clients’ wealth with confidence. Xplore Wealth has wrap and super solutions, MDA solutions and Broking solutions with deep industry expertise to give choice and confidence to its users.
Xplore Wealth Limited was officially acquired by Hub24.
Sharesight combines all the information accountants and financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.
Spotlight Reporting provides the tools to see the big picture of client businesses and enhance the trusted advisor-client relationship. Spotlight has a suite of products that empowers decisions through powerful management reporting and forecasting. They aim to create insights to inform better business outcomes.
OneSpan specialises in digital identity and anti-fraud solutions that create exceptional and secure experiences. From risk-based adaptive authentication to digital identity verification, their next generation solutions are delivered on a cloud-based platform. The OneSpan Trusted Identity Platform makes it easy to integrate new and existing tools and technologies, to better detect fraud and improve the user experience.