Nigel Singh

ViewTrade and HeirWealth have announced a strategic partnership to bring a consolidated offering to market, combining global trade execution with integrated portfolio performance, analytics, and tax reporting. The partnership is effective immediately.

In the Australian market, multi-asset, multi-market trade execution and comprehensive performance and tax reporting have traditionally operated as separate, disconnected functions – creating reconciliation overhead and operational friction for advisers and their clients. The combined ViewTrade and HeirWealth offering addresses this directly: a single, coherent solution covering trade execution across global markets, portfolio performance and analytics reporting, and automated tax reporting, all within one integrated experience.

Advisers and distribution partners will be able to offer clients access to global markets through ViewTrade’s institutional-grade brokerage infrastructure, with HeirWealth Atlas automatically consolidating the resulting portfolio data into performance, analytics, and tax reporting that is always current and structured for the complexity of modern investment portfolios. The result is a reduction in the reconciliation burden that has historically sat between execution and reporting – and a materially improved experience for end clients.

Nigel Singh, Chief Executive Officer, ViewTrade International Australia: “HeirWealth brings a depth of capability in performance, portfolio analytics, and tax reporting that genuinely strengthens and complements our offering at ViewTrade. We have been focused on delivering institutional execution infrastructure to the Australian market, and this partnership allows us to offer our clients and partners a broader wealth management solution.”

Ray Tubman, Chief Executive Officer, HeirWealth: “Partnering with ViewTrade gives our clients access to global execution capability and distribution reach that genuinely complements what HeirWealth has built in wealth technology. ViewTrade’s capital markets infrastructure and our reporting and analytics platform are a natural fit – and together we are able to offer something the market has been asking for.”

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