What you get with Desktop Broker

Desktop Broker gives you all the tools you need to manage trading on behalf of your clients.

Real broker research

Real broker research

When you trade with Desktop Broker, we give you access to the latest research from the Bell Financial Group.

  • Bell Financial Group research
  • BuySellSignals research
  • Consensus research
  • Key measures
  • ASX company announcements
  • Live business news
  • Boardroomradio
View sample report
Investing in mFunds

Investing in mFunds

Now you can invest in managed funds using the same platform as your shares, with your Desktop Broker account and mFund.

mFund is a new ASX service powered by CHESS settlement that allows you to buy and sell units in managed funds with the same security and reliability as any other ASX investments.

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Multi client trading

Multi client trading

No need to enter and place one trade at a time.

Action multiple trades in or out of a stock from one or all of your client accounts with just one order pad.

Orders go to market simultaneously giving the best chance of being executed around the same price.

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Mobile access & trading

Mobile access & trading

Make trades on-the-go using your iphone or android device.

  • It's web-based, so there's nothing to download and install.
  • It's optimised for mobile users, so it's super-fast.
  • It makes the most of your smartphone's intuitive interface and innovative technology.
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Data feeds

Data feeds

Desktop Broker can export transactional and historical data to a variety of portfolio software and SMSF platforms, helping you simplify your client administration and to keep track of your client’s portfolio performance. 

Automated datafeeds are available for Xplan, Class Super, Praemium, BGL, Adviser Logic and Coin just to name a few.

Client access - view or trade

Client access - view or trade

Trading or view only
As an added service to your clients, you can choose to give them access to the Desktop Broker client site. It's a streamlined version of the adviser site that enables them to log on, track their orders and view their portfolio. You can choose whether to allow clients to trade or just provide an overview of their account.

Features
With the Desktop Broker client site, your clients can:

  •  Log on securely
  •  Track open orders
  •  View their order history
  •  Monitor their portfolio performance
  •  Create watchlists
  •  View the latest market information, company news and research
Flexible brokerage

Flexible brokerage

Customise brokerage for individual clients or individual trades. Set brokerage as a percentage, as a fixed dollar amount or on a cost-plus basis (our brokerage plus your fixed commission).

Free conditional orders

Free conditional orders

Don't miss that trade.

Desktop Broker offers FREE advanced conditional orders, where you can create pre-determined orders for equities, interest rate securities and warrants which will be placed onto the market once your trigger conditions are met.

Streamlined account opening

Streamlined account opening

Save time and paperwork with our simple online application that makes setting up accounts for your clients quick and easy. A dedicated implementation team is available to make this process even simpler. We provide training to help you make the most of our online services and can assist with bulk client transfers.

Client reporting

Client reporting

We have a suite of reports available from the Desktop Broker website in both PDF and Excel formats. These include:

  • Brokerage
  • Open orders
  • Holding valuation
  • Pending settlements
  • Stock movements
  • Daybooks
Easy tax reporting

Easy tax reporting

Our innovative and easy-to-read report is free and available for all client accounts that traded with Desktop Broker during the year. 

The report includes details like:

  • Your account summary
  • Holdings valuation
  • Cash account summary
  • Transaction summary
  • Brokerage and information services and
  • Estimated dividend summary
View sample report
Settlement choices

Settlement choices

Desktop Broker offers a number of options to settle trades;

  • Direct debit – we settle trades via direct debit or direct credit to any nominated bank account
  • Delivery vs. payment (DVP) – settlement with any margin lender, wrap platform or custodian
  • Cash up front – a risk free vetted solution using a Macquarie Cash Management Account

Desktop Broker premium services

Direct Margin Lending

Direct Margin Lending

Administered by Bell Potter Capital

Margin lending is a great way for you to increase the size and diversity of your clients' portfolio. 

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Platinum Live Streaming

Platinum Live Streaming

$27.50 per month

When every second counts, Live Streaming means there is no need to refresh pages and lose precious seconds for your latest price update. And all this in the same website.

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Integrated WebIRESS

Integrated WebIRESS

from $79 per month

WebIRESS gives you a constant stream of live market data. Quotes, market depth and course of trades are dynamically updated as they happen. 

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