Financial advisers

Deepen the value of your offer.

Clients don't just want smarter investment strategies - they demand them. And they're demanding a faster, more responsive service too. We consistantly help our clients deliver this, and more.

Whether it is driven by the growth of self-managed super accounts, greater transparency or the increasing popularity of ETFs, today many advisers need to be able to trade equities and provide timely advice to their clients.

Together with an easy-to-use and reliable equities trading platform, we can provide advisers an end-to-end equities solution - from gearing, and portfolio construction to tax reporting and corporate actions management. Not to mention integration with your existing financial planning software and other business systems.

Today, more than 10,000 advisers either use our Core Trading Platform (formerly Virtual Broker) for equities trading, or partner with Colonial Geared Investments as their preferred gearing provider.