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Next generation Portfolio Management Solution

A managed service that is asset-agnostic and consolidates every client holding into a single aggregated reporting view.


Our platform is engineered specifically for the complex requirements of Wealth Managers and Advice Professionals.
We provide transparency to advisers and clients, support direct ownership (custody and non-custody) and aggregation of assets. 

Portfolio Administration Service (PAS)

Optimise operations

Time spent on manual administration, corporate actions, and complex tax reporting is time lost on client-facing activities. Our Portfolio Administration Service (PAS) is a powerful engine designed to reduce your administrative load, ensuring your data is clean, accurate, and instantly accessible.

  • Consolidate holdings from multiple custodians, platforms, and asset classes (listed, unlisted, alternative) into a Single Source of Truth.
  • Automatically track, manage, and process complex corporate actions, dividend payments, and distributions, removing the risk of error and manual processing time.
  • Generate detailed Capital Gains Tax (CGT) reports, income schedules, and end-of-year summaries for clients and accountants. Simplify tax time for everyone.

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Wealth Management SaaS

Modular platform for data and operations management

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Openmarkets and Ondo Finance sign MOU to advance tokenised finance in Australia

October 2, 2026

MEDIA RELEASE 14 September 2026 Openmarkets Group (Openmarkets) and Ondo Finance (Ondo)

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Openmarkets and Ondo Finance sign MOU to advance tokenised finance in Australia

Ready to Transform your Business?

Join thousands of Financial Services and Capital Markets professionals who trust Openmarkets for their trading and infrastructure needs.

Drop us a note to learn more about our PAS offering or request a discovery meeting