Financial Advisers and Wealth Managers

We can help you service your clients with a white label trading solution

Full ‘End To End’ Solution For AFSL Holders

Advisers, Wealth Managers or Financial Planners seeking to trade on behalf of clients can use our fast, efficient gateway to the equity and options market.
Our trading tools make it easy for you to focus on what you do best – advising your clients and building wealth.

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