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Scale your Advice business through smart analytics and automation

Openmarkets delivers a modular, cloud-native Software-as-a-Service (SaaS) platform designed to make Advisors more productive by unifying your data, automating your operations, and powering your client experience.


Legacy systems are expensive, slow, and fragmented. Our modern SaaS platform is built to solve the core challenges faced by today's wealth managers, family offices, and custodians: data complexity and operational inefficiency.

FEATURES AND BENEFITS

Built for Wealth Professionals.

Smart wealth management

Used by some of Australia’s leading Wealth Management firms, we drive personalised wealth management at scale

  • Leverage advanced analytics to create customised client portfolios with no additional administrative burden.
  • Aggregate complex, multi-custodian data, with daily data accuracy.
  • Implement Automation for operations—reducing compliance costs, eliminating manual reconciliation, and freeing up advisor capacity.

Powering Your Value Chain

Our platform is a flexible, modular ecosystem:

  • Cleanse, verify, and enrich raw data using AI
  • Handles all asset classes, including Alternative Investments across 100+ global custodians.
  • Automate daily position reconciliations and income accruals to ensure portfolio integrity every day

The Advisor Productivity Engine

A comprehensive, AI-enhanced workstation designed to enhance advice quality and drive advisor capacity.

  • Unified client view
  • Comprehensive analytics
  • Portfolio rebalancing
  • Tax engine

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Portfolio Management

 Portfolio Administration Services

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Thinking About Leaving Your Dealer Group? Here’s What Private Wealth Advisers Need to Know

May 19, 2026

Australian private wealth advisers are switching AFSL providers at a faster rate

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Thinking About Leaving Your Dealer Group? Here’s What Private Wealth Advisers Need to Know

Ready to Transform your Advice Business?

Join thousands of Advice professionals who trust Openmarkets for their trading and infrastructure needs.

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