Expand platform for financial advisers

LESS ADMIN, MORE ADVICE

Manage all your clients in one place

From the lean Expand Essential wrap to the full-service Expand Extra, our platform supports the entire advice lifecycle - helping you deliver more, faster.

Adviser first tech

Simpler and faster for you – meaning less time on admin and more time for advice.

Built for efficiency

Continued investment means regular enhancements and AI innovations – reducing your admin load.

Data that drives decisions

Access customisable reports and powerful search tools with 50+ filters for fast insights and informed advice.

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.

Experience Expand