The FinClear Platform

If your firm deals in listed securities, FinClear has the platform to help grow your business efficiently and cost-effectively.

FinClear is unique because we own the full technology chain, from the desktop to the clearing house. This means we have full flexibility to work with our clients to deliver the solutions they need. We are full members of ASX and Chi-X, and own and manage all our own execution and settlement software through our TradeCentre and iBroker products.

FinClear provides advice firms with a suite of tools to communicate even better with their end clients. Our white-labelled portal allows advice clients to access their information online and on their mobiles for easy, consolidated views of their investment portfolios.

TradeCentre

TradeCentre is our proprietary trading platform which supports all order types and provides multi-markets access to ASX, Chi-X and NSX. TradeCentre is a modern, java-based platform run in the cloud and built with microservice architecture which enables rapid, frequent and reliable delivery of large, complex applications.

Key Features

  • All AU Order Types
  • Operator functions
  • Cloud Hosted or on your own servers
  • Sophisticated Rules Engine (AOP & ACOP)
  • Smart Order Router
  • Specific ETO workflows
  • TMCs, Greeks, Pay Off Diagrams
  • FIX Server / Interfaces
  • Direct interfaces to all AU back offices
Broking Adviser

We support most of the commonly used data feeds in the Australian finance industry and if we don’t have a feed, it is a quick and easy process to build a new feed for you.

Wealth Adviser

API Broking Suite

We also provide a comprehensive API Broking Suite and a developer hub for you or other vendors to access local markets. We use OAuth2 to ensure all your data is maintained to the highest security protocols while enabling all the core features of the platform via an API.

We use Open and global standards for our APIs and security:

  • Rest
  • FIX

  • OAuth2

  • OpenID Connect 1.0

FinClear has utilised our microservices architecture and APIs to develop several TradeCentre (TC) applications as outlined below:

TC Adviser

TCAdviser is a desktop installed trading application suitable for Stockbrokers, Advisers, Operators and Wealth Managers who require live streaming and direct markets access to both the ASX & Chi-X. It features full order management capability, reporting and Straight Through Processing to the back office.

TC Pro
TC Pro

TC Pro

TCPro has the same capabilities as TC Adviser but is delivered via the web and is in real time sync with TCMobile, keeping you fully up to date when you’re on the road. TCPro can be offered to your clients as it is easily customised to match your corporate branding. TCPro is a great alternative to IRESS ViewPoint.

TC Mobile

A trading and market data app which can also be offered to your clients.

TC Mobile
TC Wealth

TC Wealth

TCWealth is our adviser desktop which provides market access and the ability for you to manage client accounts and monitor their orders and positions. TCWealth is designed for Financial Planners and Advisers who do not need to spend unnecessary dollars on real time market data and are looking for an intuitive platform to find and view all their clients’ holdings and account activities in real time via a click-to-refresh mechanism. When managing portfolios, TCWealth has an intuitive Electronic Order Pad that eliminates manual errors and ensures fast and efficient trading.

TC Client

TCWealth can be white labelled to match your corporate branding and provided to your end clients with controlled access to align with your service offering to your clients.

TC Advisor
TC Ops

TC Ops

TCOps is a backoffice system which we have connected to CHESS via our iBROKER system. This system is mostly used by DA’s, operations teams and backoffice staff to open accounts, maintain client data, perform off market transfers and conversions, post journals and run reports.

We also have some exciting new TC products in development:

TC Invest

TCInvest is due for launch in Q4 of this year and will support you in exponentially scaling your business. You will be able to simply match your clients’ investment requirements to the right portfolio strategy and TCInvest automates the rest. Portfolio rebalances, client notifications and reporting as well as detailed tax information will be generated, with your corporate branding on all communications.

Whether you want to build your own custom model portfolio or take advantage of high-quality model portfolios from our partner investment managers, TCInvest will make this easy.

TC Invest
TC Trader

TC Trader

We’re seeing increased demand for a free web based, click-to-refresh trading system so we have scoped and will be developing TCTrader which will essentially be a lite version of TCPro.

iBROKER

iBROKER is a reputable and well-established post-trade system designed specifically for the Australian market and catering for retail and institutional clients in the equities and derivative markets. With a component-based structure and scalable architecture, iBROKER can add value to any sized organisation, with the flexibility to be fully customised according to your business requirements.

iBROKER provides a holistic platform for all your broking needs by providing a broad range of functionality and interfaces including Order & Trade capture, Automatic Booking and Settlement processes with the ability to automate as much of your processing as you require.

Built with an enhanced graphical interface, iBROKER provides users ease of navigation with either a mouse or tab key. A significant browser-based application that will integrate with your current web infrastructure, iBROKER requires minimal installation enabling you to proceed with business as usual.

Key Features

  • Seamless integration of external system via APIs
  • Real time processing
  • Highly Resilient
  • Fully scalable
  • Flexible architecture

Key Benefits

  • Equities & Options on a single platform
  • Supports multiple instruments
  • Straight through, exception-based processing
  • Seamless implementation
  • Able to evolve as your company does
  • Connecting into ASX CHESS replacement platform and DAML marketplace