Who do we service
Benefits

Why B4B

Are you from a financial institution or corporation and you wish to provide quality services to your clients? We can help you with that, and give additional benefits where you don’t have to pay an exorbitant amount for your infrastructure, gain access to over 20 global markets within clicks.

We see ourselves as solution providers to other companies providing financial services. Through our experiences, we have found out that the best way to grow our business is to help our partners grow theirs!

value

Who do we service

  • Retail Online Platforms
  • Investment Advisers
  • Discretionary Managers
  • Portfolio Administration Platforms
  • Wealth Managers
  • Fund Managers
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Benefits

  • Take advantage of our unmatched reach in trading and clearing members across all corners of the globe
  • International and domestic trading all on a single account
  • Existing connections with IRESS, Refinitiv, as well as our own trading platform (POEMS)
    • With the ability to connect via FIX to other platforms
  • Partners are able to act as an AML Agent to save on onboarding cost
  • Zero custodian fees for international stocks
  • Domestic stocks held on a HIN sponsored by Phillip Capital Australia (HIN Sponsorship and Management)
  • Batch account openings with proven ability to open thousands of accounts per day
  • Our global trading memberships allow us to offer competitive brokerage rates across over 20 different markets
  • Ongoing service and relationship management
  • Multi-currency ledger with major markets settling in their respective traded currencies
  • Existing integration with Praemium, Class and xPlan
  • Bookings and bulk allocations capabilities
  • Linked CMA accounts
  • Contract note distribution and white-label option for clients should you wish to have a personalised interface

Why B4B

Are you from a financial institution or corporation and you wish to provide quality services to your clients? We can help you with that, and give additional benefits where you don’t have to pay an exorbitant amount for your infrastructure, gain access to over 20 global markets within clicks. We see ourselves as solution providers to other companies providing financial services. Through our experiences, we have found out that the best way to grow our business is to help our partners grow theirs!
  • Retail Online Platforms
  • Investment Advisers
  • Discretionary Managers
  • Portfolio Administration Platforms
  • Wealth Managers
  • Fund Managers
  • Take advantage of our unmatched reach in trading and clearing members across all corners of the globe
  • International and domestic trading all on a single account
  • Existing connections with IRESS, Refinitiv, as well as our own trading platform (POEMS)
    • With the ability to connect via FIX to other platforms
  • Partners are able to act as an AML Agent to save on onboarding cost
  • Zero custodian fees for international stocks
  • Domestic stocks held on a HIN sponsored by Phillip Capital Australia (HIN Sponsorship and Management)
  • Batch account openings with proven ability to open thousands of accounts per day
  • Our global trading memberships allow us to offer competitive brokerage rates across over 20 different markets
  • Ongoing service and relationship management
  • Multi-currency ledger with major markets settling in their respective traded currencies
  • Existing integration with Praemium, Class and xPlan
  • Bookings and bulk allocations capabilities
  • Linked CMA accounts
  • Contract note distribution and white-label option for clients should you wish to have a personalised interface

What is B4B

Institutional Broking and Corporate Services

  • Business-to-Business (B2B) has evolved, with a key shift being the emergence of Business-for-business (B4B). B4B represents a strategic approach where Phillip Capital focuses on not just selling products or services to another business, but striving to become partners in their client’s success. B4B goes beyond transactional relationships to fostering long-term, mutually beneficial partnerships.
  • Phillip Capital can add value to your business through:
    • Tailored Solutions
    • Collaborative Innovations
    • Customer Success Focus
    • Execution Services
    • Free Custody
    • Fully outsourced back office
    • Data Reporting (Client & Adviser level)

Important/Key information about the Solutions

  • Types of Products
    • Domestic Shares, ETFs and Warrants
    • Domestic Options
    • International shares, ETFs (25 global markets)
    • Multi-currency ledger
    • OTC Bonds (8 Different Currencies)
    • Platforms
      • Web based platform for Dealers
      • Global Back Office
        • Company owned back office platform
        • Books and records
      • Global Middle Office
        • Company owned middle office platform
        • Risk and routing
      • IRESS Connectivity

Institutional Broking and Corporate Services

  • Business-to-Business (B2B) has evolved, with a key shift being the emergence of Business-for-business (B4B). B4B represents a strategic approach where Phillip Capital focuses on not just selling products or services to another business, but striving to become partners in their client’s success. B4B goes beyond transactional relationships to fostering long-term, mutually beneficial partnerships.
    • Phillip Capital can add value to your business through:
      • Tailored Solutions
      • Collaborative Innovations
      • Customer Success Focus
      • Execution Services
      • Free Custody
      • Fully outsourced back office
      • Data Reporting (Client & Adviser level)

Important/Key information about the Solutions

  • Types of Products
    • Domestic Shares, ETFs and Warrants
    • Domestic Options
    • International shares, ETFs (25 global markets)
    • Multi-currency ledger
    • OTC Bonds (8 Different Currencies)
    • Platforms
      • Web based platform for Dealers
      • Global Back Office
        • Company owned back office platform
        • Books and records
      • Global Middle Office
        • Company owned middle office platform
        • Risk and routing
      • IRESS Connectivity

Note

Securities investment is subjected to market risk and specific risks. Please reach out to us if you have any enquiries that require clarifications.