Openmarkets delivers a modular, cloud-native Software-as-a-Service (SaaS) platform designed to unify your data, automate your operations, and power your client experience.
Legacy systems are expensive, slow, and fragmented. Our modern SaaS platform is built to solve the core challenges faced by today's wealth managers, family offices, and custodians: data complexity and operational inefficiency.
FEATURES AND BENEFITS Built For Wealth Professionals.
Smart wealth management
Used by some of Australia’s leading Wealth Management firms, we drive personalised wealth management at scale
• Leverage advanced analytics to create customised client portfolios with no additional administrative burden.
• Aggregate complex, multi-custodian data, with daily data accuracy.
• Implement Automation for operations—reducing compliance costs, eliminating manual reconciliation, and freeing up advisor capacity.
Powering Your Value Chain
Our platform is a flexible, modular ecosystem:
• Cleanse, verify, and enrich raw data using AI
• Handles all asset classes, including Alternative Investments across 100+ global custodians.
• Automate daily position reconciliations and income accruals to ensure portfolio integrity every day
The Advisor Productivity Engine
A comprehensive, AI-enhanced workstation designed to enhance advice quality and drive advisor capacity.
• Unified client view
• Comprehensive analytics
• Portfolio rebalancing
• Tax engine
Openmarkets delivers a modular, wealth management saas, cloud native Software as a Service SaaS platform designed to unify your data, automate your operations, and power your client experience
