Wealth trading software for you and your clients
We can offer a fully white-labeled trading solution, seamlessly branded with your company name and hosted in your secure, segregated environment. With integrated client login directly on your website, your clients enjoy a smooth, branded experience.
Empower your clients to place trades anytime, even outside market hours, ensuring they never miss an opportunity.
Mobile App
Offer your clients a fully branded mobile app, available on both Apple and Android devices.
Packed with essential tools for charting, company news, market depth, portfolio management, and seamless trading functions, the app ensures your clients have everything they need at their fingertips. Plus, all our platforms synchronise trading data, order management, and watchlists, providing a unified experience across desktop, web, and mobile.
Discover educational videos on the app here.
Web App
For those seeking advanced features, the web version delivers comprehensive technical analysis tools and detailed fundamental insights. It goes beyond the essentials, offering customisable layouts and pop-out windows, allowing you to tailor and save your workspace to suit your unique trading style.
With live dynamic ASX and CBOE data that flows across both platforms, this is ideal for daily trading clients.
Discover educational videos on the web here.
Trading Access
As an advisor, you have full access to see all your clients in one location, available on both the Web and Mobile app:
- Access all your client’s information in one location
- View and analyse all client portfolios in one location
- Execute trades on behalf of clients with full visibility, clients can observe your trading activities in real-time
- Monitor all client orders from a single location on both the web and mobile app
- Generate detailed client portfolio reports, providing clear insights into performance and asset allocation
- Rebalancing Tools, easily filter and analyze clients’ holdings across portfolios, facilitating efficient rebalancing strategies.
API
If you have your own trading platform, we can use our APIs to allow flexible integration with your existing trading system and the market. You can:
- Dynamic sharing of client and trading information
- Efficient execution and intelligent order routing across multiple exchanges
- Quick and accurate trade processing Direct to Market
- End clients can use our web or mobile app, with two-way functionality
Corporate Social Responsibility
Trade for Good is a part of the WBS group. Through Trade for Good, you can donate a portion of your brokerage to a charity of your choice.
They collaborate with any registered Australian charity to ensure your donations reach the intended recipients.
Additionally, Trade for Good will help promote your CSR achievements across all their social media and network platforms.
