Flexible Digital Investment Solutions to help you support retail investors

Helping you engage and support more clients

I am…

  • a licensed Financial Adviser or Stockbroker
  • an Accountant in a firm offering personal wealth advice
  • an investment management firm

Interested in learning more about OpenInvest’s white label solutions

For Advisers

I am...

  • an Accountant without an AFSL
  • an Accountant with an AFSL focused on strategic advice not portfolio management

Interested in learning where my self-directed SMSF clients can find help so as to make better investment portfolio decisions

For Accountants