Market access for Stockbrokers and Wealth Managers

FinClear provides fast, efficient access to domestic equity markets for brokers and wealth managers. With a user-friendly front-end, automated reporting, and a range of additional middle and back-office support tools, FinClear’s suite of technology saves time and money, so wealth firms can focus on looking after their clients and growing their businesses.

  • DMA capabilities
  • Order placement via IRESS or FinClear Technology Trade Centre, or connect your preferred order management system via FIX into FinEx’s IOS Plus.
  • Speak to the FinEx Designated Trading Representatives to manage orders
  • Ability to send platform trading flow to FinEx for execution via IRESS FIX Connection

  • Monthly minimums & security bond required

Combined execution and clearing services for market participants and AFSL holders.

  • Trade electronically using our Direct Market Access (DMA) service through IRESS or Dion Trade Centre.
  • Integrate with order management and market data systems including bookings and allocations through ETC.
  • Algorithmic trading to help ensure best execution
  • Access to FinEx DTRs for working orders if required on an exception basis.
  • Specialist institutional trading
  • International equities trading

Experienced broking client service staff based in Sydney and Melbourne offering a range of services. We provide a wide range of reporting which can be customised easily to suit your needs. We can also provide customised feeds to platforms of your choice on a real-time or batch basis to cover areas including finance, commissions, and client reporting.

  • New account creation and documentation
  • Bookings and bulk allocations
  • Corporate actions management
  • HIN sponsorship and management
  • Linked CMT accounts
  • Contract note distribution including a white-label option for your clients
  • Client reporting and service desk

Single advisor client portal with access to:

  • Client/position reports, documents, CRM, etc.
  • Direct market access for domestic trading on ASX and Chi-X
  • International trading trading through their trading partners
  • Research and model portfolios from Lonsec
  • Portfolio Administration Service from Class super
  • API feeds available to external systems such as X-Plan