Wealth SaaS and managed accounts
by Openmarkets · Wealth and investment platforms · Sydney, NSW, Australia
Platform tools for advisers and wealth managers
What Wealth SaaS and managed accounts is used for
- Automate portfolio rebalancing and advice workflows
- Run model portfolios and automated rebalancing
- Deliver white-labelled automated advice to clients
- Manage business rules and permissions
- Hold all client and portfolio data in one place
Who Wealth SaaS and managed accounts is for
- Wealth and investment managers
About Openmarkets
Trading execution, clearing and settlement infrastructure, enterprise APIs, managed accounts and risk management software (TradeFloor).
Openmarkets in the vendor registry: its products, features and similar vendors.
Also by Openmarkets
- Enterprise APIs: Trading and market data APIs for fintechs and platforms.
- Execution, clearing and settlement: Wholesale broking infrastructure for Australian equities.
- Wealth management SaaS: Portfolio rebalancing, managed accounts and tax reporting for advisers.
- TradeFloor: Risk management system for options and margin lending.
More in this category: Wealth management and investment platforms.
Weighing up Wealth SaaS and managed accounts? Create a free procurement account to run the question as a procurement: Openmarkets and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.