Online tools to help you see wealth differently

The online tools we provide for both our super and investment accounts and experience give you greater control of your money. You can actively manage and maximise your investment portfolios and see your wealth differently.

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Portfolio management

Advanced portfolio management

Manage your super and investments using market leading portfolio and transaction tools.

Detailed holdings information

Link super and investment accounts together, including family members to get snapshot or detailed views of your portfolio.

Online share trading

Buy and sell listed ASX securities, including ETFs and certain warrants as well as international securities from multiple international exchanges.

Managed funds and term deposits

Buy and sell over 300 managed funds, Managed Accounts models and term deposits from three leading banks.

Pension and benefit payments

For super funds, automate payment of benefits and pension payments into selected bank accounts.

Income reinvestment

Select which assets income will automatically be reinvested in.

Income reinvestment

Use LIFO, FIFO or parcel selection when selling investments to get the best tax outcomes

Reporting

Analyse your portfolio with clarity and transparency

Review all elements of your portfolio, including income, capital movement, taxes and fees, and gain new insights and opportunities via our comprehensive range of reports.

Powerful reports and charts

Access a comprehensive range of reports and online charts. View portfolio performance and asset allocation, individual asset movements and income and run your tax reports. Report at an individual or view all family linked accounts.

Cash transaction listing

Drill down and view the details of every transaction that impacts the cash account in seconds. View dividends and other income, fees, taxes, contributions, and other transactions in and out of your account.

Notifications and tasks

Don’t miss out on important activities with tasks and notifications. View impeding corporate actions, term deposits that are maturing and more.

Investment research

The latest investment research tools for local and international markets

See investments in a completely new way with access to some of the best available research data and tools on local and international markets.

Managed funds research

Get the latest research data and commentary to search and compare managed funds and managed account models. See performance data, costs and use powerful filtering tools to identify funds by manager and asset classes.

ASX live research

These tools will help you keep up-to-date with changes in the Australian stock market, with access to live prices and market depth charts on individual stocks, as well as the ability to set up personalised stock watchlists and stock alert email notifications 

US securities research from TipRanks

Through our partnership with TipRanks, view buy, sell and hold recommendations from analysts, insider and hedge fund transactions and blogger sentiment.

List of features available online via different devices

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Portfolio summary

Desktop/tablet
Mobile

Holdings Summary

Desktop/tablet
Mobile

Statements

Desktop/tablet
Mobile

Performance reports

Desktop/tablet
Mobile

Performance charts

Desktop/tablet
Mobile

Transaction history reports

Desktop/tablet
Mobile

Unit holdings and price charts

Desktop/tablet
Mobile

ASX securities research, including depth charts

Desktop/tablet
Mobile

ASX securities watchlists and alerts

Desktop/tablet
Mobile

US equities securities (from TipRanks)

Desktop/tablet
Mobile

Managed funds research

Desktop/tablet
Mobile

Daily global finance and business newsletter

Desktop/tablet
Mobile

Buy/sell investments

Desktop/tablet
Mobile

Corporate actions

Desktop/tablet
Mobile

Dollar cost averaging

Desktop/tablet
Mobile

Manage reinvestments

Desktop/tablet
Mobile

Managed contributions and rollovers

Desktop/tablet
Mobile

Manage benefit payments

Desktop/tablet
Mobile

View insurance details

Desktop/tablet
Mobile

Ready? Open an account now

Wondering what to do next?

Speak with a consultant

One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.

Contact a consultant

For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.

Get in touch

Not ready to open an account today? Why not open a free research account and get access to ASX data, watchlists, US securities and managed funds research.

Learn more

For those who prefer to email us, give us a call or even drop in.

Get in touch

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