Wraps and Platforms
- Summary of Supported Wraps & Investment Platforms
- Selfwealth - Wrap Feed
- WealthO2 - Wrap Feed
- Adviser Management
- AdviserNET (Asgard)
- AUSIEX
- Australian Money Market (AMM)
- Bell Potter Equity Lever Feed
- BGL Excel (XML) Import
- BGL Excel (XML) Import - Wrap Splitting
- BT Panorama
- BT Panorama Integration
- BT Wrap
- CFS FirstChoice
- CFS Wrap
- CGF Accolade
- CoinJar
- Cointree
- CommSec
- Distributions and tax components
- DNR Capital - Wrap Feed
- DomaCom - Wrap Feed
- Evans and Partners Wrap Feed
- Export Data to IRESS
- Holding Accounts Report
- Hub24
- Importing Tax Data through BT Panorama Wrap
- IOOF
- IOOF Group
- LGT Crestone Wealth Management