Give your clients the upper hand in their investments

Gain direct global market access anytime, anywhere. Transact and report on securities, in all major asset classes and currencies. Your clients have the ultimate portfolio visibility through a secure online service.

Create high quality investment portfolios by security or use managed discretionary portfolios – or both. Live execution through our in-house dealing capability means greater portfolio efficiencies.

Tailor investment portfolios across your client base.  Implement portfolio changes consistently to mitigate risk and create practice scale. Gain back time to spend on strategic client needs and grow your practice.

Access to an open investment universe brings opportunity and flexibility to drive performance outcomes. Discover the possibilities available to you.

The professionally managed model portfolios on offer provide exposure to various asset classes and strategies, via concentrated portfolios of direct securities.

By accessing major asset classes globally, you can build direct portfolios or blend investments using direct stocks and bonds, ETFs, and managed funds. Hold investments in any major currency.

We believe investors should have access to high grade domestic and global fixed income assets that deliver reliable income, within a diversified portfolio.

We offer Advisers two strategies in fixed income, managed by our specialist asset management team.

Credit Fund →Fixed Income Model Portfolio →

Access to direct Australian and international equities, fixed income securities, managed funds and managed portfolios, cash and term deposits.

All buying, selling and reporting of investments occurs in one place, making it easy to administer and manage.

You and your clients have secure online access to view portfolio valuations, performance, any investment changes and download reports.