FEATURES AND BENEFITS
Accelerate client acquisition.
Conversion-based user flows
Our stress-tested onboarding processes save you time, money and hassle. Paperless registration and electronic verification will have your clients investing in no time – which is how long you’ll have to spend thinking about such things.
- User experience flows designed to optimise lead to client conversions
- Rich client account opening data without the paperwork
- Secure protocols ensure data integrity
Compliance assurance built in
As one of Australia’s largest retail stockbrokers, we know our way around compliance – our industry best practice procedures ensure a smooth and steady flow of qualified customers to your finance product.
- Meets or exceeds all ASIC requirements
- We manage all AML and KYC
- Optimised for speed and safety
End-to-end white label experience
Welcome clients to your brand the right way while we do the vetting, create HINs and bank accounts, and even manually handle client onboarding requirements if required. We go to great lengths to quickly deliver your eager customers to you.
- Bring your brand to the fore
- We sort everything your clients need to get going
- Forget about HIN transfers while we convert for you
Standalone or fully integrated
We customise to suit your needs. Onboarding is just the beginning (literally) of our broker-as-a-service ecosystem of native apps and locally manned services. Speak to our team to find your perfect fit or for enterprise API solutions.
Australian support one click away
Our local and experienced RG146-certified relationship team are ready to help you take your customer acquisition and processing to the next level.
Responsive to your needs
Our API-first solutions are more flexible than a warmed-up yogi, because our actual mission is to accelerate access to wealth creation. Our in-house development team are excited by new ideas and challenges to shake up business as usual.
