Trading, execution and clearing services group Openmarkets has hit the pavementfor up
Boman-backed fintech Openmarkets seeks $77m to fund DeFi push
Power to the portfolio.
Automate your portfolio rebalancing and advice workflows, giving you more time for clients.
FEATURES AND BENEFITS
Reimagine portfolio management
and advice workflows.
Intelligent automation in the cloud
Transform your business, improve client outcomes and save time with our rapid rebalancing technology that works with your investment management systems to automate portfolio rebalancing and management.
Offering an MDA service is the definitive way to simplify portfolio management and deliver a scalable superior client experience. Leverage our pre-approved framework to bring this high-value service to your clients with confidence and efficiency.
White-labelled, automated advice
Gain end-to-end control and scaling of custom advice, workflows and reports (including ROAs), with your branding front and centre.
Portfolio personalisation and scalability
Suit the needs of both you and your different clients with personalised or model portfolios on a fit-for-purpose basis.
User-friendly investment dashboard
All your client and portfolio data in one place for powerful and intuitive search, research and client management.
Comprehensive compliance and security
Underpinned by enterprise-grade data security, privacy and compliance in every data packet and piece of code.
Supercharge your stack
Natively integrate with our ecosystem of complementary tools for orders, risk, compliance account opening and customer management. Our local development team are on hand to help create exactly what you need.
YOU MAY BE INTERESTED IN
Brokerage Services
Execution, clearing & settlements.
YOU MAY BE INTERESTED IN
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Powering the next generation of financial technology with enterprise-grade APIs, real-time data, and lightning-fast execution.
Contact
L15, 388 George St, Sydney, NSW 2000, Australia
Openmarkets Australia Limited (ABN 38 090 472 012, AFSL 246705) is a Market Participant of ASX, Cboe Australia and NSX, and an ASX Clear and Settlement Participant.
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