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  • About Us
    • About Us
      With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, we’re AUSIEX – one of Australia’s leading providers for financial institutions, intermediaries, advisers and industry participants.
      • Who We Are
        With an unwavering focus on delivering quality outcomes for financial institutions and intermediaries, we aspire to be Australia’s leading wholesale broker.
      • Our Team
        With decades of industry experience, our dedicated and passionate team of over 250 people are what sets our business apart.
      • Working With Us
        Interested in joining our diverse team? Take a closer look at our values and see what makes us tick.
      • Who We Work With
        We work with a wide range of clients including thousands of advisers, brokers, and many large institutions.
  • News & Insights
    • News & Insights
      Keep your finger on the pulse with Australian market updates, insights and reports, upcoming IPO listings and important news from AUSIEX.
      • IPO News
        Review current and recent Initial Public Offerings and Capital Raisings.
      • Site News
        Product news, system updates and important information related to AUSIEX website and services.
      • AXIS
        Latest industry insights on the market, investments, and trading to inspire, inform and educate.
      • Media Centre
        News, media releases and announcements from AUSIEX.
  • Products & Solutions
    • Products & Solutions
      From flexible, seamless trade execution to more efficient onboarding, reporting and customised equities administration tools, our goal is to help our clients grow their businesses with solutions that provide an edge.
      • Trading
        Trade through our website, add the power of AUSIEX to your own platform or leverage our scale with a share trading website under your own brand.
      • Client Onboarding
        Drive efficiency with a straight-through client onboarding experience through our platform or bespoke service.
      • Data & Reporting Services
        Access your data your way with detailed reports via our platform, or data feeds directly into your own platform or planning software.
      • Back Office Services
        Make our experience your advantage with AUSIEX back office solutions, tailored to fit your needs.
  • Contact Us
    • Contact Us
      Located in Brisbane, Melbourne, Perth and Sydney and servicing the whole of Australia, our experienced team are ready to help.
      • New Enquiries
        Let’s talk about how we can partner with you to help grow your business and the wealth of your clients.
      • Need Support
        Support is just a call (or click) away.
      • Forms
        All account application and maintenance forms for advisers and clients.

Data & Reporting Services

Data, however you need it

As we evolve, we’re committed to providing greater choice and flexibility in the way we integrate with you.

Data, however you need it Illustration

with us

Currently, you can integrate with us via equities data feeds to planning software, such as:

  • Adviser logic
  • BGL
  • Class Super
  • COIN
  • Midwinter
  • Multiport
  • Platform Plus
  • Praemium
  • SuperConcepts
  • SuperMate
  • Xplan/VisiPlan (IRESS)
  • Your SMSF
Reporting through our website Illustration

Reporting through our website

Through our platform, we can provide:

  • A range of client and practice management reports, such as EOFY tax and performance reports, plus bespoke reporting options.
  • Adviser and Dealer Group Day Books that provide summaries of all trading and settlement activity for the previous day.

Leveraging our existing capability to meet your needs

With more than $25b in funds under administration, we have a wealth of experience in managing:

  • Tax reporting
  • Mailbox services
  • Corporate actions online

Through many years servicing key Australian financial institutions, we have developed expertise in this space. We’re committed to sharing that knowledge and service with the advised market.

Talk to us

All-in-one Portfolio Reporting Service for your clients’ investments.

Our all-in-one service includes portfolio set up, seamless data feed integration, and intuitive user access, designed to enhance your business's operational efficiency. Spend less time on administrative tasks and more time staying ahead of the market.

Learn more

Leveraging our existing capability to meet your needs
Custodial and non-custodial reporting for financial institutions and wrap platforms

Custodial and non-custodial reporting for financial institutions and wrap platforms

We can enhance your existing website or platform with tailored administration, including tax reporting and/or online corporate actions management.

Data feeds available for your own platform include:

  • Portfolio valuations
  • Transaction reports (cash and equities)
  • Asset allocation
  • Performance reports
  • CGT (realised and unrealised gains)
  • Income Statements