HeirWealth partners with ViewTrade

ViewTrade and HeirWealth have partnered to offer an integration of global trade execution with portfolio performance analytics, and tax reporting.

The partnership combines ViewTrade's global brokerage infrastructure with HeirWealth Atlas's portfolio performance, analytics, and tax reporting capabilities - bringing together the two functions.

HeirWealth and ViewTrade said within the Australian market, comprehensive performance and tax reporting have traditionally operated as separate to multi-asset trade execution, which they said created "reconciliation overhead" and "operational friction" for advisers and their clients.

The combined capabilities offer a single solution covering the two aspects within one integrated experience. The result is a reduction in the reconciliation burden and a materially improved experience for end clients, they said.

Commenting, ViewTrade International Australia chief executive Nigel Singh said the partnership further accentuates the strengths from both organisations while providing optimal efficiency for advisers.

"HeirWealth brings a depth of capability in performance, portfolio analytics, and tax reporting that genuinely strengthens and complements our offering at ViewTrade," Singh said.

"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."

HeirWealth chief executive Ray Tubman echoed Singh's statement.

"Partnering with ViewTrade gives our clients access to global execution capability and distribution reach that genuinely complements what HeirWealth has built in wealth technology," Tubman said.

"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."