Wealth Platform
by Mason Stevens · Wealth and investment platforms · Sydney, NSW, Australia
Investment platform with access to listed and unlisted assets for advisers
What Wealth Platform does
- Live, 24 hour trading
- Household reporting
- In-house investment research and execution guidance
- Integrated mobile app
- Access an Unconstrained Investment Universe
What Wealth Platform is used for
- Administer investment portfolios across all asset classes
- Build and manage customised investment models
- Onboard clients electronically, on paper or hybrid
- Report at household, entity or portfolio level
- View accounts and holdings on mobile
About Mason Stevens
Wealth platform offering managed accounts, global market access and outsourced investment services to advice practices.
Mason Stevens in the vendor registry: its products, features and similar vendors.
Also by Mason Stevens
- Managed Accounts: Managed account solutions for financial advice businesses
- Outsourced CIO Services: Institutional-style investment management for wealth practices
- Mason Stevens Super: Superannuation solution available through the platform
More in this category: Wealth management and investment platforms.
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