In today’s fast-moving financial environment, wealth management requires more than just traditional investment advice. It demands personalized strategies, advanced technology, and a strong commitment to client success. Openmarkets delivers tailored wealth management solutions designed to help financial advisers and their clients achieve long-term financial goals with confidence and efficiency.

The tools and services you need to scale your business

Automated Managed Accounts, Trading Terminal, and institutional market access.

• Automated Portfolio Rebalancing
• Tax engine
• Client onboarding, AML / KYC & Reporting
• Trading Terminal for Australian and International equities
• Derivatives Risk Management

Openmarkets provides a powerful platform that supports advisers with innovative tools and flexible investment options. By combining technology with deep market expertise, the company enables advisers to build customized portfolios that reflect each client’s individual financial objectives, risk tolerance, and investment timeline. This personalized approach ensures that every strategy is aligned with the client’s needs rather than relying on one-size-fits-all solutions.

Ultimately, Openmarkets is focused on creating wealth management advisory solutions that put both advisers and their clients first. By offering flexible investment choices, powerful technology, and a client-centric philosophy, the platform supports financial professionals in delivering smarter strategies and stronger financial outcomes for those they serve.

The tools and services you need to scale your business Automated Managed Accounts, Trading Terminal, and institutional market access.