The systems MFAM runs on

MF & Co. Asset Management runs on its own compliance intranet, AUSIEX Desk and advice automation. Advisers who join MFAM use them daily and can run the desk and advice automation under their own brand.

Licence
AFSL 520442
Advice
General advice only
Built for
Advisers and advisory firms
Trades
Authorised by each client

The three systems

Compliance intranet

Compliance, a full CRM and general advice records in one place. MFAM runs the checks and keeps the registers while you run your business.

See how we stay compliant
Compliance intranet CRM board with clients in each stage from enquiry to open account
  • CRM board from enquiry to open account
  • General advice records and deal sheets online
  • Quarterly compliance checks with adviser sign-off
  • Breach, complaint, conflict and obligation registers

AUSIEX Desk

Every client's positions, risk and margin on one screen, without the broker PDFs.

See the AUSIEX Desk
AUSIEX Desk account view showing net liquidation value, live SPAN margin and options positions
  • Every client account on one screen
  • Live SPAN margin for each account
  • What-if modelling
  • Client portal with passkey sign-in

Advice automation

Spend less time placing trades and calling clients. Ideas go out by email and SMS, clients reply to authorise, and the orders are placed for you.

See advice automation
Adviser panel showing live bid and ask, the price range and the queue of authorised client orders
  • Any share, option or future within MFAM's licence
  • Clients authorise by replying to the email or SMS
  • Shares and spreads priced within a range the client agrees

Run them under your own brand

Corporate authorised representatives can run the AUSIEX Desk and advice automation under their own company name and brand.

  • Your brand on the client portal and trade ideas
  • Your clients and adviser relationships
  • MFAM carries the licence and compliance oversight

Talk to us about the tools

Tell us about your business and which systems you want. Henry will call you.

Book a call with Henry

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General advice only. It does not take into account your objectives, financial situation or needs. Read our Financial Services Guide.