Platform Accounts & Features

Managed Accounts

Platforms offering Managed Accounts are an efficient and scalable way for financial intermediaries servicing Wholesale Clients to build and support a wide number of tailored portfolios.

Global Markets from a Single Account

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Full Service Platform

Equities Trading
Trade domestic and global equities through a selection of purpose built strategies
Bond Desk
Acquire, Hold, create, deal and trade local and international bonds listed or OTC
Trade Desk
Buy / Sell physical commodities, securities directly in your account on the platform
SafeKeeping
send SKR's and screen shots to your clients directly from your account
Cash Management
Deposit your cash in different currencies in your own dedicated account - at call
Fractional Real Estate
Capital raising for your projects by creating your own REIT's and MIS
Cash
Deposits & Transacitons
Paymaster
Any Size Transaction
Escrow
Global Trustee
Funds
Active Management
Securities
Bonds & Debt Instruments
Real Estate
Direct Property Funds
Commodities
Physical Trade Desk
Custody
Security Trustee

Total Manager Solution

  • Transaction Reports
  • Portfolio Reports
  • Fund Accounting
  • Digital Register
  • Securities Screen
  • Adminitration for Managers and Advisors
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