Platforms
One account. Three connected experiences.
The 287 client portal brings monitoring, trading and funding together in a single secure workspace — built around how our clients actually invest.
Monitor
Portfolio Dashboard
Track holdings, cash balances and performance in real time. Live TradingView charts, allocation breakdowns, watchlists and downloadable PDF statements.
- ›Live portfolio valuation
- ›TradingView charts & watchlists
- ›Allocation & performance analytics
- ›PDF account statements
Trade
Stocks & Bonds Trading
Submit buy and sell requests against the curated 287 buy-list of ASX blue-chips, US mega-caps, pre-IPO names and Australian government and corporate bonds.
- ›Curated stock buy-list
- ›Bond buy-list with yield & rating
- ›One-click order tickets
- ›Admin-confirmed execution
Fund
Secure Wires & Cash
Move funds in and out with MFA-protected wire submissions. International SWIFT, local AU BSB and NZ bank transfers, all logged to your statement.
- ›SWIFT international wires
- ›Local AU BSB transfers
- ›NZ bank transfers
- ›TOTP or email step-up MFA
Order types available across all platforms
Market
Limit
Stop
Stop-limit
Trailing stop
VWAP
TWAP
Iceberg
Bracket
OCO
GTC / GTD
MOC / LOC