amscot Advisor Services provides a customisable platform with a access to numerous services to suit the varying needs of financial planners, wealth management specialists, licensed dealers, AFSL holders, fund managers, and institutional advisors.

Some of the key features of our core service include:

  • XPLAN integration - the market leading software in wealth management
  • IRESS integration - IRESS Trader, IRESS Investor, and IRESS Professional (or netIRESS)
  • Low cost execution, clearing & settlement
  • White labelled contract notes & reports
  • Multi-market execution (access all Australian markets and get the best fill and execution rates - through ASX, Chi-X, Sydney Stock Exchange)
  • Access to exclusive IPOs & Capital Raisings
  • Free research & market commentary
  • Australian based phone support

Other features include:

  • CLASS Super integration (SMSF platform)
  • Leveraged Equities integration (for online margin lending)
  • Optional settlement by custodian
  • Access to advisor portal
  • Praemium contract note data feed
  • BGL contract note data feed
  • WRAP platform access - MLC, BT & Colonial First State
  • White labelled client portal (badged with your brand)
  • SynCrm integration (financial planning platform)
  • Automatic registration of ABN/TFN/Bank details with share registries
  • Contingent orders (eg. stop loss)
  • Bank feeds available (Macquarie, Adelaide, NAB, and St George)
  • Fully customisable commission structure (including optional trade bulking)

These lists of features are by no means exhaustive.

Get in touch

Have one of our team contact you to discuss your broking service needs.

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