Wealthics | Trading Platform
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Trading Platform

In the ever evolving world of international wealth management many advisers are seeking alternative ways to invest offshore. Speak to us about access to a fully open architecture Trading Platform that can be arranged to hold a wide variety of assets, including Equities, ETFs and other listed securities, Collective Investments, Alternative Investments, Structured Notes and Offshore Funds.

 

With a low minimum initial premium to establish a trading account (starting at $50,000) and with a range of cost efficient charging structures & commission options, we consider the platform to be the evolutionary alternative to Life Assurance companies.

 

The strength of the Platform asset protection, where cash and investments are held in a ring-fenced nominee structure, is one of the reasons why they are trusted by so many major institutions. They have approximately US$4.5 billion of assets under administration for a wide range of financial institutions and private customers, including a range of institutional pension funds, fiduciaries, the funds industry & professional intermediaries.

 

The platform provides access to a secure online portal & will provide you with current information for your clients trading accounts, including;

 

  • Online Execution Only trading system, where you can buy and sell orders.
  • Portfolio modelling functionality (Regulated Investment Managers Only)
  • Portfolio valuations (client & advisor access online 24/7)
  • Transactional data including pdf contract notes
  • Cash balances
  • Current and historic data
  • Data export option

 

Please contact us if you would like to learn more about the Platform and whether it’s appropriate for you & your clients on info@wealthics.com

 

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