Adviser and intermediary services. The all-in-one trading solution that puts you in control

Transcription

1 Adviser and intermediary services The all-in-one trading solution that puts you in control

2 Open Thinking Open Technology Open Opportunities

3 About Us Welcome to OpenMarkets Australia s most connected digital trading platform OpenMarkets is a digital trading platform that provides retail investors, traders, advisers, robo-advisers, brokers and financial intermediaries with a suite of innovative brokerage services for trading on the Australian securities markets. We are an Australian Financial Services licensee (246705) and full market participant of ASX, Chi-X and NSX with trading, clearing and settlement memberships. We set ourselves apart from other brokers with our digital network, open APIs and open philosophy towards third party integration. Our partners include roboadvisers, online brokers, banks, wealth management platforms and administration providers, who share the same vision for open connectivity to create a new world of possibilities for investors. Since opening the doors in 2013, our open philosophy has helped us rapidly grow, consistently ranking OpenMarkets in the top 15 brokers in Australia by trading volume. In 2016, OpenMarkets received a 5-star CANSTAR rating for outstanding value in share trading and ranked #3 in the Deloitte Technology Fast 50. In 2017, we ranked #34 in the AFR Fast Starters List and were finalists in the Platform Innovator of the Year category at the 2017 and 2018 Fintech Business Awards. It is our collaborative approach, open technology and pioneering attitude that allows us to look beyond tradition and think about what s next making OpenMarkets the trading platform of the future and ideal partner for the financial services industry. OpenMarkets Australia 3

4 OpenMarkets provides an all-in-one solution for the next generation adviser

5 Adviser and intermediary services OpenMarkets provides the all-in-one trading solution for advisers and intermediaries seeking a flexible, low cost solution. Featuring a range of industry-leading trading and market analysis platforms, integrated cash accounts, extensive range of data feeds, white label options and more. Industry-leading trading platforms Choose from a range of trading front-ends from simple to advanced. Multi-market access Trade ASX, Chi-X and NSX with international markets coming soon. Simple low fees $13.95 or 0.07% per trade, with wholesale rates available. Integrated cash accounts Cash account integration for seamless settlement and visible daily balances. Extensive range of data feeds Suite of white labelling options Client online view or trading access Open APIs & FIX for trading integration Access a range of data feeds to administration platforms. White-labelling of contract notes, applications and client online access. Online access for clients to view and/or trade their portfolio. Trading and account opening APIs and FIX for platform integration. OpenMarkets Australia 5

6 Trade from a range of industry-leading trading & market analysis platforms WebTrader Pulse IRESS Trader IRESS Pro IRESS Viewpoint Equix Bloomberg EMSX

7 Powerful, functionally-rich trading capabilities Multi-market trading Access ASX, Chi-X and NSX markets. With international markets coming soon. Equities and Options Stocks, ETFs, Warrants and Exchange Traded Options (covered calls and bought puts/calls). Direct market access Direct market access to the exchanges and straight-through processing of trades. Extensive range of order types Includes ASX Centre Point, Iceberg, Chi-X Q, CHi-X MOC and Best. Sophisticated algos A growing range of algos including VWAP and TWAP. Stock borrow facility Intraday stock borrow facility on ASX200. Stock and cash vetting Trade protection with stock and cash vetting on client portfolios. PLUS Reporting and administration access Online account opening & transition assistance Data feeds to a range of providers OpenMarkets Australia 7

8 Client online access to view portfolios Give your clients visibility of their portfolio with the option to place their own trades with WebTrader.

9 Real-time APIs and FIX for platform and software integration Order execution & live order feedback Holdings data Account opening Click refresh or live streaming Execute trade orders in real time from your own web application, app or trading program by integrating with our real-time trading APIs or FIX gateway. OpenMarkets Australia 9

10 Deloitte Fast 50 3rd place In 2016, we were ranked 3rd in the Deloitte Technology Fast star Canstar Outstanding value In 2016, OpenMarkets received a 5-star CANSTAR rating for outstanding value in share trading. Fintech Business Award Platform Innovator of the Year In 2017 and 2018, we were nominated in the Fintech Business Awards in the Platform Innovator of the Year category. Financial Review Fast 50 Number 34 In 2017, we were ranked number 34 in the Australian Financial Review Fast 50 Starters.

11 Trade with Australia s most connected trading platform Benefit from a large range of integrated partners, platforms and data feeds. OpenMarkets Australia 11

12 Office Address Level 2, 451 Little Bourke St Melbourne, Victoria, Australia Genevieve Wood Head of Sales & Marketing Phone or Web openmarkets.com.au