Trading and Settlement

A trading platform that is simple to use, with click through processing and a range of settlement and reporting options

Bell Potter Online's trading system offers you the best of both worlds. A trading platform that is easy to use and navigate with the sophistication to allow you to modify the functions and screens to suit you.

Trading and Transacting

  • Enter, amend, and cancel orders
  • Click through order processing
  • Order histories and order status
  • Contract note details
  • Ledger Statements
  • Real-time portfolio valuations

Settlement and Reporting

  • Settlement and reporting to all major wrap, master trust and margin lending providers
  • Emailing of Day Book and Unfilled order reports
  • Emailing of new client reports
  • Emailing of equity holdings under management (both CHESS and Issuer Sponsored)

Market News and Data

  • Real-time price discovery, market depth, course of sales, charts, email and online alerts etc.

To discuss your business model and how our services can be co-ordinated to deliver the best value for you call 1800 33 00 88 and speak to Luke Cameron or Guy Jones.