Financial Advisers and Wealth Managers

We can help you service your clients with a white label trading solution
Get in touch
  • Independent, Sydney based company with no off-shoring of data
  • Increase your client engagement and revenue by allowing us to streamline your processes
  • Free adviser portal (FNZ Front Office) to view all client accounts, run reports or reprint Contract Notes or Portfolio Statements
  • Data feeds to all main external platforms
  • Client sponsored HINs, no pooling of client assets. All cash held in segregated Client Trust Account
  • Live Linked CMAs, as well as Direct Debit, Bpay and EFT settlement methods.
  • Institutional settlement using Omgeo CTM, Iress ETC or Spreadsheet
  • Bulk / Suspense account Trading

Accessible Trading Desk

Our DTRs are experienced
and ready to help

Client Service Team

Our local team can assist with your
questions and queries

White Label

Client facing documentation
branded with your logo

Your success isour success.

Streamline your trading solution and expand your service offering,with the personalised support of our professional team.
Get in touch