For Advisers, Financial Planners, Institutional Dealers, Solicitors and other professionals, CMC Markets Stockbroking Wholesale offers a range of services to help you manage your clients’ accounts.
Advisers, Financial Planners, Solicitors and other professionals have their own needs when it comes to managing their clients’ accounts. We have systems and processes to help reduce the amount of time you spend managing your clients’ trading accounts, freeing you up to grow your business.
Account Opening and Management
We will provide you with a single point of contact to help you open and manage client accounts with ease. Accounts can be opened within minutes, not days. Our commitment to customer service sets us apart from other brokers.
Bulk Orders
Our Bulk Orders service allows you to submit a single order on behalf of a number of clients and then allocate the order at the end of the day.
Flexible Brokerage Models
Our brokerage plans are flexible and, in conjunction with our Bulk Orders service, can accommodate an adviser component, so you can realise an income stream from your clients’ trading activities.
Client Accounting
We can interface with your choice of client accounting software. We currently provide daily transaction and holdings data to a number of service providers, and in a number of software formats, such as XPLAN Technology and Coin Office, or in CSV formats so you can easily import into your own spreadsheets and custom software.
Estate Management
Solicitors and Executors will find our Estate Management services an easy way to manage or liquidate the share holdings of an estate.
Link into our Technology
Our web service product can provide market data, account information and full trading functionality to any software platform. You can hook your custom software into our web service to provide your own trading, market data and account management system to your staff and clients. All of our technology solutions are developed by our in-house IT Department, which allows us to better understand your needs and help you to better use our systems and services.
Contact our intermediary partners team
- Email:
- partners@cmcmarkets.com.au
- Phone:
- (02) 8221-2190
