Your whole book at a glance
Every client account on one screen: holdings, market value, net liquidation value and profit and loss. See the whole business, then open any client.
The MFAM AUSIEX Desk
Every client's positions, risk and margin on one screen, across your whole business, with live SPAN margin and no broker PDFs to read.
- For
- Advisers and their clients
- Broker
- AUSIEX
- Sign-in
- Passkey
For advisers
No more broker PDFs
Positions, cash and margin come in from AUSIEX automatically, so there are no statements to download and no figures to retype.
Live SPAN margin
Live SPAN margin calculations for every account, with utilisation, collateral excess and collateral holdings. See which accounts are getting close to a call while there is time to act.
Fewer mistakes
Net liquidation value includes the cash account, and profit and loss is worked out from the market price.
What-if modelling
See a trade's effect on margin and exposure before you suggest it, so the idea fits the account.
Every account a client holds
Personal, SMSF, company and trust accounts sit together under the client, so you see the whole relationship.
For clients
All their accounts
Personal, SMSF, company and trust accounts under one sign-in, any time, so fewer calls asking where an account stands.
The same figures you see
Positions, net liquidation value, margin, collateral and history, plus the exchange's stress scenarios applied to their book.
Passkey sign-in
Face or fingerprint, no password.
One set of numbers for staff and clients
The staff desk and the client portal read from the same source, so what you tell a client matches what they see.
- Live SPAN margin
- Cash account in net liquidation value
- Access checked on every account
Use the desk for your clients
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General advice only. It does not take into account your objectives, financial situation or needs. Read our Financial Services Guide.