Our platform

 

 

  

A cutting edge solution to manage, trade, administer and report on your clients’ investment assets. Save time and money so you can put all your efforts into growing your business.

What is it

Whatever your size and needs, we have a solution for you – custom built or turn-key. Our custodial investment management platform offers operational, custody, reporting, hosting and development services to make managing investment portfolios and running your business as easy as possible.

You can run the platform end to end or leave it all to us to run it for you. And we are just as happy with any combination of your staff and our staff working together. We value partnerships, so we’ll work collaboratively with you to deliver what you and your clients need.

Our platform is a ‘clean slate’, built ground up on the latest technology and best practice. As your business evolves, grows and adapts, our platform will give you the greatest confidence to make decisions right for your clients, not driven by your platform’s limitations.

 

Who is it for

Any organisation in the New Zealand investment management space can benefit from using our platform and associated services. This is possible through our platform’s flexibility and the breadth of functionality offered.

Whilst we are a proud Kiwi company focused on local financial service providers, we also handle investments globally. We work in a number of international markets and currencies, across a wide selection of investment types.

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The benefits

illustrations Truley open solution Plat
A truly open solution

You’ll be set up as you need it by connecting your tools to our platform via an API. All our platform’s features are open to third parties to either replace outright or work with our system.

illustrations Retain full investment Plat
Retain full investment history

Enjoy our technology advanced platform while keeping your clients’ full performance, income and tax history from your previous platform.

illustrations Focussed on what matters Plat
Focused on what matters to you

Our New Zealand owned business, staffed by New Zealand financial service experts, is 100% focused on the same things that you are – the New Zealand market and Kiwi investors.

illustrations Differentiate your reporting Plat
Differentiate your reporting in the market

You will utilise a report suite that is unique to your business so you can stand out from your competitors. The high quality of our reports come from our extensive investment in understanding adviser and client needs.

illustrations kiwisaver Plat
KiwiSaver & NZ Super schemes

Catering for KiwiSaver, other NZ Super schemes, as well as more traditional custodial wrap portfolios, now you can manage your client’s entire investment portfolios in one place.

illustrations Realise your business Plat
Realise your business strategy

Run your business the way you want to in partnership with us. Don’t let your platform restrain you. Our flexibility, openness and breadth of services will help you realise your business strategy.

Why choose our platform

We would love to partner with you in growing your investment business. Helping you grow your business with our platform is good for you, your clients and for us. Our platform is solely focused on New Zealand financial services providers. Our team here in New Zealand is experienced in, and deeply connected with, New Zealand’s financial markets. Here are some great reasons to choose our platform:  

WT 1 modern
Modern

A platform with cutting edge technology, tools and processes. We continuously improve our platform and adapt the best technologies and processes and upgrade these regularly.

WT 2 broadoffering
Broad offering

Consolidate several legacy applications into one platform. While dealing with the past, the platform will also cope with wherever your business goes in the future. Talk to us about what you need and you’ll find we already have a solution for you.

WT 3 open
Open

Our platform is an open solution, driven by API technology. We have established integration tools for CRM systems, third party reporting solutions, investor and administration portals, trading and many others. Just talk to us about what you're using.

WT 4 flexibility
Flexibility

Organisation, service and role configurations provide the cornerstone tools for running our platform. With these tools you can run multiple business models/service offerings under a single organisation and on a single platform.

WT 5 data
Data migration

Our dedicated data migration team have fully automated migration tools that leverage our API infrastructure. Full trade and income history is supported, allowing for all historic performance, income and tax data to come across.

WT 6 platform
Platform enhancements

As a customer you will work in close collaboration and partnership with us. Enhancements to the platform are driven by your needs. We are resourced to deliver, and will continuously enhance our platform features and keep our technology current.

CLIENT TESTIMONIAL
"We approached NZX Wealth Technologies with a client reporting challenge we were wanting to solve. From initial discussions, it soon became clear NZX Wealth Technologies could solve this challenge and provide an investment administration platform with leading technology to meet the future needs of our business. Importantly, NZX Wealth Technologies was able to transfer across all historical transaction data meaning we are able to run historical reports over any date range for clients. Platform migrations can be complex and the team at NZX Wealth Technologies were there every step of the way to get the job done”

– Peter Dine, General Manager Saturn Advice

Full of features

Realise your business goals with our feature-rich platform configured specifically to your requirements. Our goal is that you are never constrained by the limitations or inflexibility of your platform. Our long list of features includes:

  • Traditional custodial wrap investment portfolios
  • KiwiSaver and NZ Super including bespoke portfolios of any asset type and currency
  • QROPS 
  • Model portfolios and rebalancing
  • Sophisticated portfolio management tools
  • DIMS
  • Order pooling and market execution
  • Banking and settlement services
  • Integration services – third party systems talking to our platform via APIs
  • Asset and bank reconciliations
  • Flexible authority framework (orders, bank accounts etc)
  • Extensive suite of standard and customisable portfolio reports
  • Bulk reporting services delivered over a multitude of channels including to investor portal, to clients, to mail house and SMS notifications
  • Client onboarding tools
  • CRM 
  • Event driven correspondence like welcome letters 
  • Bulk trading and bulk rebalancing
  • Compliance centre – pre and post trade compliance
  • Corporate actions – extensive range of mandatory and non-mandatory events
  • PIP PIE services including all other tax returns and reconciliations
  • RWT and non-RWT withholding including other tax returns and reconciliations
  • Sophisticated order progression tools including automated FX switch to fund spending trades, promised cash, trade linking, trade splitting and prioritisation
  • Management reporting including construction of your own extract services
  • Task management workflow 
  • End investor portal including self-service functionality

More reasons to choose us

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For investors
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Platform transfers
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KiwiSaver & NZ Super
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Broker focused solutions
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Conventional custodial wrap solutions
Find out how we can help your business grow