Platform Overview

One investment platform.
Three connected experiences.

Client portal, adviser portal, and options risk platform — built together on a shared data foundation, proprietary ASX analytics, and AI-assisted workflow tools.

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Client Portal

Giving clients more than a balance screen.

  • →Portfolio holdings & equity positions
  • →Open option positions & exposure
  • →Overnight global market data
  • →Short interest data
  • →Returns calculator
  • →Economic calendar
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Adviser Portal

Portfolio intelligence for better client conversations.

  • →Client movers above 3% — all clients
  • →Full-book portfolio movement view
  • →Trade data & transaction history
  • →CMA & cash balance visibility
  • →Dividend history per client
  • →AI-supported portfolio queries
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Options & Risk

Specialist visibility for options, margin and risk.

  • →Open option positions & Greeks
  • →Margin exposure & utilisation
  • →Implied volatility per strike
  • →Open interest data
  • →Book-wide risk visibility for advisers
  • →Proprietary ASX analytics built in-house
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Proprietary data. Genuine insight.

ASX price data and options analytics are built in-house by FindeskCo — not resold from a third-party feed. This means faster data, better accuracy, and analytics tailored specifically for Australian equity and options markets.

ASX Equities

Live and historical ASX price data powering portfolio and market views.

Options Chain

Full ASX options chain with Greeks, IV per strike, and open interest data.

Macro Context

Integrated third-party macro analysis giving market context alongside portfolio data.

AI Workflow

AI-assisted tools that help advisers work more efficiently and improve output quality.

See the full platform in action

Book a walkthrough with our team and we'll show you exactly how FindeskCo works for your firm.

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