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The Virtual Broker service is an enterprise-class financial services solution that enables financial planners, accountants, and other financial institutions and affinity groups the opportunity to rapidly deploy personalised financial service applications that enable secure share trading transactions over the Internet. Whether you are a large or small financial services business, Virtual Broker was developed to provide a solution that can help you meet the specific online investing needs of your clients.
Virtual Broker is a comprehensive online trading solution combining Internet-based account access and brokerage transaction capabilities, front-end customisation, and a powerful set of financial content, tools and key third party content providers.
Key benefits include:
- The opportunity to improve profitability either by introducing online trading as a new revenue stream or by saving on traditional brokerage costs.
- The opportunity to provide 'one stop' financial advisory and trading services to your clients.
- The option of a co-branded website and contract notes.
- Access to a comprehensive range of online management reports, including information on account details, new orders, open orders and order history for all of your clients.
- Access to a wide range of research and financial information.
- A user-friendly system which includes 24 hour technical support, 365 days a year. Our team of professionals is dedicated to ensuring that the impact of any technical issues on your customers is minimised.
- The backing of Australian Investment Exchange Ltd, a pioneer of online trading in Australia and a full corporate member of the Australian Stock Exchange.
Functional Capabilities
Account Access
- Account profile and account list
- Balances
- Positions
- Order status
- Executions
- Account and transaction history
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Order Management
- Order entry and trade validation
- Order verification
- Order acknowledgement
- Order modification
- e-mail/SMS confirmation
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Content
- Real time quotes
- Indices
- Watch-screens
- Code search
- Live Portfolio
- Charting
- News feeds
- Top 20 (gains, losses, trades, volume)
- Company announcements
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User Account Administration
- Online establishment
- Change password/ID
- Change profile
Transaction Support
- Equities, options, warrants
- Limit/market orders
- Day or user defined term
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Virtual Broker provides you with the ability to build a more profitable relationship with your clients. The service offers quick response to changing business requirements and market conditions. The service is backed by a dedicated call centre staffed by financial and technical professionals to provide complete customer care as and when you require it.
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