Vincent Holland

Plutosoft has announced the integration of Desktop Broker’s trading and execution data feed, streamlining portfolio management and enhancing the advice experience for financial advisers on the Plutosoft platform.

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This partnership gives investors direct ownership of their assets while offering greater personalisation, tax efficiency, and cost-effective access to diversified portfolios – while providing all the benefits of direct ownership.

“Briefcase is changing the way advisers build portfolios – giving them institutional-grade tools, true personalisation, and full investor ownership,” said Josh Persky, founder and CEO of Briefcase. “This partnership allows us to scale that value further, breaking down the custodial barriers that have held back innovation in wealth management. We’re making sophisticated, customised portfolios available to a much wider audience – giving advisers powerful tools to deliver more value to their clients.

“Our focus is on building what the investor community not only needs today, but will demand in the future, and this partnership enables us to provide our unique services to a wider range of customers with increasingly diverse needs.”

Craig Saunders, Group Head of Sales at Desktop Broker, added: “Briefcase’s technology is an excellent addition to Desktop Broker’s HIN-based platform. Together, we’re giving advisers more choice in how they build and manage portfolios – offering advisers and clients the transparency, efficiency, and control they expect from a modern wealth solution.”

Key benefits for financial advisors and wholesale investors:

• True ownership: A non-custodial, HIN-based structure means clients retain full legal ownership of their portfolios.
• Low-cost, high-efficiency: Combine Briefcase’s technology with Desktop Broker’s competitive brokerage to customise, implement, and monitor portfolios – cost-effectively and at scale.
• Customisation at scale: Tailor portfolios to individual client needs – values, ESG preferences and tax optimisation – right down to specific securities.
• Fast, seamless onboarding: API-driven integrations make setup and client onboarding smooth and efficient.
• Total transparency: Visibility into holdings, trades, cash flows, and tax lots via Briefcase’s intuitive SaaS platform.
• Elevated reporting: Individualised, high-quality portfolio reports delivered automatically on the first of each month.

This offering is now available to eligible financial advisers and wholesale investors across Australia.

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Craig will focus on expanding the Group’s footprint in the intermediary and broking segments of the market, leveraging the Group’s broad range of products, services and technology solutions including equities execution and clearing, margin lending, structured loan products, portfolio administration services, personal superannuation solutions and third-party clearing services.

Craig joins from NAB Private Wealth where he worked for more than 13 years, most recently as Regional Director North, Private Wealth Solutions, and prior to that as the Head of Distribution at NAB Self Directed Wealth and National Sales Manager. Prior to NAB, Craig held senior sales positions at both Leveraged Equities and Ord Minnett.

Craig said, “I am excited to join Bell Financial Group and I look forward to the opportunity to play a leading role assisting the Group to achieve its growth aspirations. I am passionate about building business solutions focused on helping clients successfully meet their financial objectives.”

Bell Financial Group’s Co-CEO, Arnie Selvarajah said, “We are excited to have Craig join Bell Financial Group in the newly created position of Group Head of Sales. We believe as an organisation we are very well positioned to expand our footprint in the intermediary and broking segments of the market. Craig’s deep understanding and sales experience in financial services will greatly assist with this process.”

Craig commenced his new role with the Group on Monday 20 November.

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