A Digital White Label Investment Solution

To help you reach and serve new audiences

A fully supported and customised service which allows you to focus on connecting with, engaging and helping retail investors in their own investment journeys.

OpenInvest has created a cost-effective digital investment solution to allow stockbrokers, advice firms, asset managers and banks to serve the large and growing segment of unadvised Australians, who are seeking investing help but can’t afford the rising cost of traditional personal advice or think they don’t need it, and struggle to do it themselves.

We can underpin your own White Label digital managed portfolio solution, allowing you to serve a new cohort of clients: your model portfolios, your content, in your brand, without the need to revise your AFS licence, or undertake any technology builds.

Shaw & Partners - Shaw SMArt Invest

Your own digital solution enables you to better segment your client base and attract a new generation of clients.

Get In Touch Today

Your own out-of-the-box Digital Managed Portfolio Solution

  • Expand your client footprint to reach and serve new audiences
  • Additional recurring revenues, from new audiences
  • Serve existing retail clients more efficiently

Speed to market

  • Quick and easy to get to market
  • No IT or infrastructure build
  • No change to your AFS licence

Fully supported, proven and compliant

  • Fully outsourced administration, technology and compliance
  • OpenInvest is a trusted, experienced and robust partner
  • Full operational support including a dedicated Client Service Helpdesk

Get started today

  • Provide your existing model portfolios, content and branding - we do the rest
  • Simple and transparent fee model for your investors
  • Engage with your clients via the app

Complete the form below and we’ll be in touch within 48 hours to explain how the solution works and to show a demo.

Trailblazing Partnerships

“Since launching our Collins House Online Investment solution we have attracted a whole new generation of investors. OpenInvest technology is our key weapon in scaling the delivery of our intellectual property, and reaching clients we just couldn't economically serve via personal advice. It's friction free for our investors to sign up, and their feedback is that they love the engagement, especially the Collins House Online app that OpenInvest built.”
 - Dominic Alafaci, Managing Director, Collins House Online Investment Services

“We are thrilled with our Shaw SMArt Invest managed portfolio solution. Having a customised investor app has been a game-changer for us. Our investors literally have our brand and portfolio at their fingertips and they love the simplicity and transparency.”
 - Ben Morrissey, Lead Investment Manager, Morrissey Group - Shaw and Partners

“Dealing with the OpenInvest team to deploy our Clime Direct Portfolios solution was a breeze. They took care of all the details and guided us through the process step by step. We’re looking forward to continuing our relationship and helping more retail investors on their investment journey.”
 - Chris Hansen, Manager - Operations and Distribution, Clime Asset Management

Case Study

How and why Collins House went online to distribute their intellectual property at scale, with no additional impost on their resources.

Read Case Study

In the news

  • High-profile advisers scale up with white-labelled robo solutions - Professional Planner. Read more...
  • How Stockbrokers can reach the next generation of clients by embracing digital - SAFAA Monthly, page 11. Read more...