Customise and Brand Your Trading Experience
We offer a comprehensive solution that seamlessly integrates every aspect of your trading operations. Our services encompass paperless onboarding, advanced trading software, and tailored systems for both wealth management and institutional trading.
Every client touchpoint, branded as your own, from account opening to client statements and trade confirmations, every interaction is seamlessly customised to reflect your brand, ensuring a cohesive and professional experience at every step.
Onboarding
Welcome your clients the right way with a branded paperless client onboarding
- Electronic verification, create new HINs and bank accounts
- Management of AML and KYC requirements for secure operations
- Transition existing portfolios
- Increased operational efficiency through streamlined processes
- Customisation to meet your unique business needs
Customisable Trading Platform
Have your own branded trading platform that can be configured to your and your client’s trading needs.
- Have your company’s brand on our award-winning mobile app and desktop app
- Establish a cost-effective presence on the Apple and Android App store
- Trade permissible, from portfolio view only to full trade access
- Access to a broad range of assets including domestic and international equities, and ETFs
- Advanced charting and trading tools for both desktop and mobile users
- Live quotes, symbols, and full market depth on multiple markets
Enhanced User Experience
With our white-label solutions, every touchpoint from the user interface to communication delivers a seamless, personalised look and feel that aligns with your brand
- Client onboarding portal and documentation
- Portfolio and client statements
- Branded contract notes
- Comprehensive support from our dedicated team, to help answer any questions you have
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.
