Platform solutions

Our solution, your platform.

It's well documented that many clients are demanding direct equities to form part of their portfolio asset allocation. And managed funds alone just won't cut it.

As the leading provider of wholesale booking solutions in Australia, our proven technology, experience and expertise can help platform providers meet this growing demand for direct equities capability.

With our platform solution, you're free from the many time-consuming tasks you'd normally have to undertake, such as processing equities trades, creating a web enabled desktop, managing risk and compliance issues, as well as a host of others.

With these services managed seamlessly by Core Equity Services, you're free to make the most of your most valuable resource - time.

Core Equity Services recently partnered with Colonial First State to deliver a market-leading equities trading service that integrates with their Custom Solutions First Wrap platform.

We can offer you:

• Online equities trading, direct to your advisors via the platform.
• A fully integrated solution with real-time data exchange between your broker, your platform and your clients.
• Automated straight-through processing for all aspects of the service, including account opening, settlement and payment, and portfolio updates.
• A service fully integrated with our portfolio administration services, giving access to tax parcel management, and online corporate actions processing.