Expand platform for financial advisers

SAVE TIME AND IMPROVE YOUR WORKFLOW

Manage your clients’ portfolios in one place

From the low-cost Expand Essential product to full-service Expand Extra product, Expand offers a range of investment solutions to conveniently manage all your clients’ needs in one place.

Smart automation

Easily set up standing instructions for ongoing portfolio management. Arrange deposit instructions, auto-reweights, and income and cash account preferences to ensure your clients’ portfolios are in sync.

Operational excellence

Expand’s intuitive design helps to reduce your administrative load. Create new accounts, manage advice fees and set up your clients’ beneficiaries with ease and efficiency. Plus, DocuSign integration makes it simple to obtain client consents.

Simple view of data that matters

Make informed decisions with customisable client reports. Access ’Your Clients’ search engine with more than 50 filters combined with powerful data extraction and reporting tools.

See Expand’s latest enhancements

BUILD CLIENT VALUE AND ENGAGEMENT

Fully featured and secure client app

Expand’s client app provides real-time and secure access for your clients to update account details, and beneficiaries, plus download reports and statements.

App demo

Visual reports

Present to your clients with confidence and transparency with access to our extensive range of reports.

Fast withdrawals

Provide your clients access to their funds in about 15 minutes when they need it most using our online withdrawal facility.

Save on fees

Reduce administration fees for Expand Extra clients by linking up to 8 family accounts in seconds with online fee linking.

SUPPORT TO RUN YOUR BUSINESS

Activity overview

Stay on top of any expiring advice fee arrangements, maturing investments and new business applications.

Delegate authority

Control support staff permissions and transaction capability to help your team operate more smoothly.

Annual/Tax statements

Experience Expand