Our Solutions

Our Solutions

For Advisers

We support advisers with products and services to help them provide trading, cash, gearing and portfolio management solutions to Australian Investors.

Our broad product range and in-depth knowledge of the intermediary market and the challenges advisers face puts us in the perfect position to be able to support their needs. This includes assistance with migrating clients using our dedicated Transition Services team. Just ask any of the 800 Dealer Groups and 10,000 advisers we currently work with.

For Institutions

We understand that every client and their business is unique and requires a bespoke service. That’s why we aim to work with our clients to understand their needs and develop solutions.

We can provide a range of solutions from a simple branded online trading website to a fully-integrated, end-to-end share trading and portfolio administration service embedded in your existing platform or business.

For Advisers


Trading

Online Trading

Our platform, your proposition

Our packages are designed for advisers needing an ‘out of the box’ direct trading solution. Enjoy the experience and innovation of the leading CommSec online trading platform plus additional features for advisers trading on behalf of clients.

Trading

Portfolio Administration & Reporting

Portfolio Service

Bring it all together with Portfolio Service

Portfolio Service brings together the best products from CommSec Adviser Services and Colonial First State under a single, efficient and cost-effective reporting and administration service.

Designed to overcome the challenges of managing assets off-platform, Portfolio Service’s combination of investment choice, functionality and flexibility will allow you to deliver outstanding service to clients with sophisticated investment needs.

Portfolio Service

Gearing

Gearing

When it comes to gearing, we wrote the book

An Investment Loan can be an effective way to offer your clients greater value through investment strategy diversification. Established as Colonial Geared Investments in 1996 and backed by the Commonwealth Bank of Australia, the CommSec Adviser Services Investment Loan has built a strong reputation on features and value for money.

Investment Loan

SMSFs

SMSFs

Self Managed Super Funds (SMSFs)

We offer a wide range of powerful products and service solutions to suit your SMSF clients' needs. Portfolio Service helps manage your SMSF clients' directly held and custodial assets. This administration and reporting solution brings cash and listed securities together in the one place, with the option to add managed accounts1, managed funds and term deposits. Alternatively, you can individually select the required investment products to suit your clients' specific SMSF needs.

SMSFs

Cash Flow Management

Cash Flow Management

A safe, simple and powerful cash management service for investors

Incorporating the Commonwealth Bank’s Accelerator Cash Account (ACA) and Term Deposit products, the Cash Management Service acts as a convenient, fully-featured cash hub for advisers and their clients.

Accelerator Cash Account

Term Deposit

Investment Advisory

Investment Management

Building success

The CommSec Investment Management team is a specialist provider of direct investment portfolio construction services, portfolio management and research services to the intermediary market. The team produce a range of Dynamic Model Portfolios across equities, ETFs and warrants as well as a bespoke portfolio service tailored to individual client needs.

Investment Management team

For Financial Institutions


Online Trading

Online Trading

Our license, your brand

Designed for Financial Institutions looking to offer their clients an ‘out of the box’ direct trading solution backed by extensive back office administration and call centre support. Control the client experience by adding your branding to the website while avoiding the technology and compliance obligations usually associated with maintaining an online trading website or Marketing Participant status.

Trading Execution Services

Trade Execution Services

Our trading solution, your platform

If you represent a financial institution, Wrap Platform, or if you’re a Fund Manager, our Trade Execution Services are for you. Find out how our suite of services enable you to offer trading of ASX listed equities, warrants and options plus more … while retaining control of the front end client experience.

Echelon Portfolio

Echelon Portfolio

Taking the burden out of portfolio administration

A combined portfolio solution including administration, reporting, online corporate actions management and more. Perfect for super platforms, financial planner dealer groups and stockbroking firms searching for an end-to-end administration solution.

Equities Administration

Equities Administration

Let us support you to support your clients

If you need a high level of customisation and flexibility, find out more about Equities Administration. We can enhance your existing website or platform with tailored administration including tax reporting and/or online corporate actions management.

A Guide to Working Together


Working Together

1 Managed accounts will be available within Portfolio Service in the future.