Request a Demo
A SelfWealth representative will be in touch to better understand your business.
Create model portfolios and rebalance in minutes.
Australia's fastest growing retail platform is bringing you Australia's newest adviser platform. Save you and your clients time and money and gain access to our famous $9.50 brokerage.
Our innovative model portfolio functionality allows you to create up to five model portfolios based on your clients' risk profiles.
Create Model Portfolios
Why change to SelfWealth?
We'll save you and your clients time and money with innovative new tools, allowing you to concentrate on the important elements of your business.
Research and Stock Analysis
Access to Refinitiv (previously Thomson Reuters) research and stock analysis, company overview, price forecast.
Online Client Access
Give your clients visibility of their trading account and portfolios, with the option to place their own trades.
All the Reporting Your Clients Need
Access to a wide range of investment and EOFY tax reporting, including income statement reports and capital gains tax reporting.
Competitive Cash Rate
Cash located in clients' cash accounts generate interest daily.
Access cash and transaction information via a range of software, including Xplan, BGL and Class.
Multiple Account Types Supported
We support a variety of accounts: companies, trusts, SMSFs, joint and individual accounts.
Take back control of your brokerage costs. Your clients save and your business is more profitable.
Famous $9.50 Brokerage
Don't spend days realigning your clients portfolios. Spend this time building relationships.
Rebalance All Clients in Minutes
$9.50 per $70,000 in a trade.
SelfWealth is famous for its low brokerage fees for retail investors. We're now bringing this to advisers and intermediaries. Only ever pay $9.50 for brokerage, per trade block of $70,000.
Significantly reduce your brokerage.
Get ahead of the market and join Australia's newest broking solution.
Request a demo to get a walkthrough of SelfWealth's Adviser Platform.