ViewTrade and HeirWealth have partnered to deliver an integrated wealth management solution combining global trade execution, portfolio analytics, performance reporting, and tax reporting capabilities. The partnership aims to help Australian advisers and wealth businesses reduce operational complexity while improving client reporting and cross-border investing experiences.
— ViewTrade and HeirWealth today announced a strategic partnership to bring a consolidated offering to market, combining trade execution with integrated portfolio performance, analytics and tax reporting capabilities.
The partnership unites ViewTrade’s brokerage infrastructure with HeirWealth’s wealth technology platform, designed to provide an integrated end-to-end experience for advisers and their clients. The combined offering is intended to address adviser demand in the Australian market, where true multi-market and multi-asset class execution and comprehensive performance, analytics, and tax reporting have traditionally operated as separate, disconnected functions.
Clients and distribution partners will benefit from a single, coherent solution covering trade execution across global markets, portfolio performance and analytics reporting, and automated tax reporting, helping reduce friction, reconciliation, and operational burden that has historically sat between these functions.
Nigel Singh, Chief Executive Officer of ViewTrade International Australia, said:
“HeirWealth brings a depth of capability in performance, portfolio analytics and tax reporting that genuinely strengthens and complements our offering at ViewTrade. We have been focused on delivering institutional execution infrastructure to the Australian market, and this partnership allows us to offer our clients and partners a broader Wealth Management solution.”
Ray Tubman, Chief Executive Officer of HeirWealth, said:
“Partnering with ViewTrade gives our clients access to global execution capability and a distribution reach. ViewTrade’s capital markets technology and brokerage infrastructure is a natural complement to what HeirWealth has built in wealth technology, and together we are able to offer something the market has genuinely been asking for.”
The partnership is effective immediately. Further details regarding the combined offering, including availability for adviser and institutional distribution partners, will be announced in due course.
About ViewTrade
ViewTrade is a provider of global investment and trading technology solutions that power cross-border investing for financial services firms throughout the world. ViewTrade provides the technology, support and brokerage services that business innovators need to quickly launch or enhance a retail investing experience. Now in its third decade, ViewTrade’s approach has helped 300+ firms – from technology startups to large banks, brokers and advisors – create the differentiating investment experiences their customers demand. With clients in over 30 countries and a team that brings decades of experience and understanding of brokerage technology and services, ViewTrade helps its business clients deliver the investment access and financial solutions they require.
ViewTrade Securities Inc, ViewTrade Technology Corporation, ViewTrade International Australia, and ViewTrade International IFSC Pvt Limited are affiliated and collectively referred to (with other affiliates) as “ViewTrade”. This communication is not an offer to buy or sell securities and is not a recommendation regarding any investment or investment strategy. Investing involves risks and past performance is no guarantee of future results. Brokerage services currently provided by ViewTrade Securities Inc and ViewTrade International IFSC Pvt Limited. For more information, please visit: https://www.viewtrade.com/
About HeirWealth
HeirWealth is an Australian wealth management solution that sits above existing platforms, aggregating client data from across every entity and structure into a single, always-current view. That consolidated data layer powers two core solutions: Atlas, which turns it into coordinated, whole-of-wealth reporting for advisers, and family portal, which puts that same visibility directly in clients’ hands. HeirWealth partners with advice practices across Australia serving high-net-worth individuals, business owners, and multi-generational families. For more information, visit heirwealth.com/atlas.
Contact Info:
Name: ViewTrade’s PR Team
Email: Send Email
Organization: ViewTrade
Address: 7280 W. Palmetto Park Rd #310
Website: https://www.viewtrade.com/
Release ID: 89191468
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