Adviser Trading Centre

What is Adviser Trading Centre?

Adviser Trading Centre (ATC) is a dynamic trading platform specifically designed for advisers to trade and manage the equity investments of their clients.

What are the main features of Adviser Trading Centre?

Dynamic streaming data

Adviser Trading Centre has dynamic streaming data, giving you access to real-time share prices, news and company announcements.

Advanced technical analysis tools

Adviser Trading Centre’s technical tools let you compare stocks based on a number of indicators. You can use the tools to monitor the behaviour of a specific share, helping you to stay on top of your clients’ investment strategies.

Customisable screens

You can view all your favourite windows on the one screen with our easily customisable screens. This allows you to personalise your desktop and have all the information you need to make decisions at your fingertips.

Watchlists

Create your own watchlist by selecting the stocks you want to monitor and choosing the information you want to display. During market hours, prices of the shares on your watchlist are updated automatically, making it easy for you to track stocks you are interested in.

Portfolio tool

Our portfolio tool provides a simple way of building a cost-effective diversified portfolio tailored to your client’s needs. Choose from three model portfolios - each portfolio type reflects a different risk-reward attribute and provides a diverse choice of investment strategies for your clients.

What are the benefits of Adviser Trading Centre?

Online reporting

With Adviser Trading Centre you can consolidate and monitor your client information on a single convenient platform. You will be able to access your client information 24 hours a day, including details of their CHESS holdings, order status, transaction history, dividends and Colonial Margin Loan.

Flexible commission options

Set the level of brokerage you would like to charge for each trade or charge a trailing commission on your client’s CHESS holdings.

Support when you need it

Our client service team is available to give you the training and support you need to make the most of Adviser Trading Centre.  Please contact us on 1300 650 675 (Monday to Friday from 8:30am - 5:00pm, Sydney Time) or please email us at .

What are the costs?

As well as saving you time, Adviser Trading Centre can save you money with our competitive brokerage rates.

Internet Trades are $26.95 or 0.11% (whichever is greater, includes GST).

How secure is Adviser Trading Centre?

Adviser Trading Centre is a secure application and access is restricted to registered users only. All account information, including your login, is encrypted with Secure Sockets Layer (SSL) technology giving you and your clients peace of mind.

 

Application Form, Terms and Condition, and FSG

ATC One Off Trade Form

Download the installation package of ATC

Platform Download FAQ's


 

 

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