What are you looking for?
ClientFirst: 1800 517 124
What are you looking for?
ClientFirst: 1800 517 124
Our Expand platform now allows your support team to create draft orders for you to review and submit later – allowing you to spend more time with your clients.
Once you’re ready, orders can be reviewed in draft state and submitted within seconds. Trade when the time is right for you and your clients.
The draft orders process reduces time-consuming duplicate data entry, enhancing the efficiency of your trading workflow.
Our draft orders capability allows you to work as it suits you and your business. Draft a client order, save, review, then submit when you’re ready. Drafts can also be accessed on the Activity Monitor section of your dashboard, meaning you never lose sight of an order.
You can also access Expand’s new order instruction report, which allows you to take the time you need with your client to review brokerage fees, get consent and work through other decision-making factors. This capability can also be used in conjunction with our recently enhanced draft only permission.
Try draft orders for yourself within Expand Online, or view our updated investment switch and reweight guide for more information.
EXPERIENCE EXPAND TODAY
Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.
