Financial planners
FinClear provides outsourced solutions to help reduce cost, error and admin time within your financial planning practise. From fast, easy access to domestic and international capital markets to a complete front-to-back office solution, we bring scalability and efficiency on one single platform, so you can focus on servicing your clients and growing your business.
What we can do for you:
Use our proprietary TradeCentre trading systems, trade via Iress or connect your own
- Automated, low or high-touch trading
- ASX and Chi-X
- International equities from the same linked cash account
- White label trading and reporting solutions, including mobile
- Financial product ratings, market insights and portfolio construction tools from leading investment research house Lonsec.
Competitive pricing
Our HIN based lending pool offers the ability to lend securities to enhance returns
Create an effective route to access illiquid stock
- New account creation and documentation
Bookings and bulk allocations
Efficiency tools to process transfers and conversions in-house
- Corporate actions processing solutions
- HIN sponsorship and management
- Linked CMT accounts and tailored client cash solutions via ANZ
- Contract note distribution including a white-label option for your clients
- Client reporting and direct access to a local service desk