- Wealth management solutions
- Advisor Solutions
- Wealth Order Management
Wealth Order Management
Access the multi-asset, multi-currency and multi-broker trading solution for financial advisors in Australia to enhance capabilities and drive productivity
Why choose Wealth Order Management?
As the Wealth market becomes more advice-oriented and transactional margins are under increasing pressure, businesses are looking to differentiate themselves based on service and value-adding solutions. Building internal processes that enhance connectivity and increase productivity is key.
Wealth Order Management is a fully integrated global trading solution in Refinitiv® Workspace®. It seamlessly combines idea generating market data and analytics with dynamic trading capabilities. Connected to our global FIX network Autex Trade Route, advisors have access to over 800 brokers around the world.
The platform is back office and OMS agnostic, providing advisors a holistic view of client portfolios across multiple structures including HIN, CSN, SRN and Custody to offer a richer, more informative experience for investment advisors, wealth managers and retail brokers.
Features & Benefits
What you get with Wealth Order Management
Product in action
See Wealth Order Management in action
Take a look at how advisors can view, search for, and filter portfolio information for client accounts in the “Positions” section of WOM, and place parent and child orders within the platform. .
Find out more
Call your local sales team
All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404
Europe, Middle East, Africa
Africa: +27 11 775 3188
Russia and CIS: +7 495 775 1200
Middle East & North Africa: 800035704182
Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
Help & Support
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