Advisory Firms
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
Advisers
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 is
our success.
Streamline your trading solution and expand your service offering,
with the personalised support of our professional team.
Direct Clients
Trading Solutions
If you are an institutional or wholesale ‘sophisticated’ client looking to trade shares and options, Morrison’s offers a highly tailored personal service coupled with a choice of trading platforms that allow you to;
- Trade electronically using our Direct Market Access (DMA) service
- Choose your exchange ‘destination’, including dark and lit markets
- Choice of different trading platforms
- Algorithmic trading solutions (VWAP, TWAP….)
- Bookings and allocations through Omgeo and Iress ETC
- Intraday leveraged exposure for Day Traders
- Access to experienced Trading Desk to place phone orders, build multi-legged
option trades and get access to market makers - Stock Lending solution to allow ‘short shorting’
Wealth Managers
Stock Lending
Go ‘short’ intra-day and
for extended periods
Order Management
Place orders on different exchanges,
including contingent orders
STP
Low latency and straight
through trading
Your home for trading
Australian markets
Work with our experienced trading team
to create the offering you need.
Services
Our Services
We have an extensive service offering that
will ensure you support your clients
Fast and efficient trade execution across all Australian Exchanges (ASX, Cboe Australia, NSX, SSX)
Through our Smart Order Router you can access multiple trading destinations, including both dark and lit venues
Clearing and settlement of trades
We support different cash (CMA, BPAY, Direct Debit, EFT) and stock (HIN, DVP, SRN, Margin Lending) settlement methods
Stock Lending allows you to ‘short’ the market
We have access to a large inventory of stocks that can be borrowed intra-day and longer term at competitive rates
Capital Raisings and IPOs
We provide a full DVP settlement service. From liaising with the exchange to managing the settlement, we can work with all brokers for a successful outcome
International trading
We have partnered with a global broker to allow you access to equity markets across the world
$4B
Assets under Administration
$1.5B
Monthly equity volume
#1
Australian options broker
31,000
Active trading clients
Developers
Market Connectivity
If you are a Fintech company or platform developer that is looking to connect for trade execution we offer a range of connectivity solutions. High-Availability, Low-Latency APIs that give you access to streaming market data.
- Choice of APIs / Web Services or FIX connection
- Integration testing and support
- Additional data files and feeds provided
Our Members’ success,
is our success.
Streamline your business operations or expand your service offerings,
with the personalised support of our professional team.
Home
Solutions
Bespoke ‘white-label’ solutions for businesses and individuals.
Our clients are Financial Advisers, Wealth Managers, Active Traders, Fund Managers and Fintech platforms.
Morrison is an ASX, Cboe Australia, NSX and SSX Market Participant
Platforms
We are 100% platform agnostic
We offer a range of different software to meet your needs – order placement, watchlists, viewing client portfolios as well as cutting edge charting packages.
Morrison supports;
- Iress – Viewpoint, Web, Pro
- TradeCentre – Bourse Analyser, TC Web, TC Wealth
- TradeFloor – Options Trading and Risk Management
- Refintiv – Eikon platform
- Bloomberg Terminal – EMSX
- Bring your own – FIX, Webservices and APIs available
Technology
Our advanced technology stack allows us to deliver a fully integrated solution
FNZ
We utilise FNZ market leading technology (Shares and DCA) for clearing and settlement
Front Office
Free adviser portal
to view client accounts
and run reports
Iress / IOS
We provide the full suite of Iress products for market connectivity and low latency trading
What you can trade
We connect to all the main exchanges in Australia delivering seamless execution for our clients
- Member of ASX, Cboe Australia, NSX and SSE Exchanges
- Cash Equities
- Equity Options - Single stock and Index - Level 1 and Level 2
- Warrants
- ETFs (Exchange Traded Funds)
- Exchange Traded Bonds (XTB)
- LICS (Listed Investment Companies) / LITs (Listed Investment Trusts)
- Tracers (Cboe Australia US stocks - Transferable Custody Receipts)
Latest News
To find out more about Morrison visit our LinkedIn page
Morrisons was pleased to assist lead broker Evolution Equities as the DVP settlement broker on the recent Westgold Resources Limited $WGX $45,000,000 capital raise.
Evolution Capital Advisors is proud to have acted as Lead Manager and Bookrunner for…
Three top trading strategies for FY22
iInvest Securities’ Haydn Froggatt shows how options can be used to manage sharemarket…
Contact Us
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