On top of offering superior platform technology, we focus on empowering financial advisers to deliver on their clients’ investment objectives. We do this by partnering with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insight to a range of investment options.
With an unparalleled focus on innovation and client service, we pride ourselves on being responsive to markets and in building sustainable partnerships with our clients.
It is our goal to give our clients the confidence to build wealth through superior investment administration and managed account solutions.
First Sentier Investments
First Sentier Investors (formerly Colonial First State Global Asset Management) is a global asset management group focused on …
Fidante
At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active …
ClearBridge Investments
ClearBridge Investments is a global equity manager committed to delivering consistently superior risk-adjusted investment performance to investors. We …
HOPE Housing
The housing affordability problem is very real for Australia’s essential workers. They’re increasingly being priced out of the …
Macquarie Asset Management
Macquarie Asset Management is a conviction-based, long-term global asset manager with offices in the United States, Australia, Asia …
Commspace
Capture and collate all your commission and fee statements onto one platform which then generates insightful and powerful, …