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.
If your core business is the execution of listed securities, FinClear has all the tools you need to do this more easily and efficiently.
TCAdviser is a rich desktop application with full live streaming access to both the ASX & Chi-X. It features full order management capability, including STP through to both the execution venues and the back office.
TCPro has the same capabilities but is delivered via the web, keeping you fully up to date when you’re on the road via TCMobile.
Our TCWealth platform is specifically designed for financial advisers. Our adviser portal makes is easy to find and view all your clients’ holdings and account activities in real time. When managing portfolios, TCWealth has an intuitive Electronic Order Pad that eliminates manual errors and ensures fast and efficient trading for your clients.
TCInvest allows advisers to exponentially scale their businesses. Advisers simply match their clients’ investment requirements to the right portfolio strategy, and TCInvest automates the rest. Rebalances, client notifcations and reporting and detailed tax information are generated instantly, with the adviser’s branding on all communciations.
Whether you want to build your own custom model portfolio, or take advantage of high-quality model portfolios from our partner investment managers, TCInvestwill make this easy.
Bespoke client tools
FinClear offers branded client web portals that can be seamlessly integrated into your website. FinClear’s mobile apps allow clients to view their account details in real time, and we also offer a comprehensive API to build fully customised web and mobile apps. By outsourcing IT to FinClear, our clients can focus on what matter most – their clients.
FinClear TCOps allows advice and broking firms to outsource critical back office functions, including:
- Account Opening & Maintenance
- Transfers and Conversions
- Bulk Reporting
- Journal Uploads
Our TCOps clients enjoy simplified, streamlined, cost-effective back office functionality while maintaining full control over business-critical information.