HeirWealth and ViewTrade launch combined investment solution

By Parth Prabhudesai

HeirWealth and ViewTrade have entered into a strategic partnership to combine their investment and wealth management capabilities into a single integrated offering for advisers and their clients.

The partnership brings together ViewTrade’s global trading and brokerage infrastructure with HeirWealth’s portfolio reporting, analytics and tax reporting technology. The combined solution is aimed at simplifying multi-market investing and reducing operational inefficiencies for financial advisers in Australia.

ViewTrade provides investment and trading technology for financial services firms across more than 30 countries, while HeirWealth offers wealth management software that consolidates client data and powers portfolio reporting and client-facing tools.

Under the agreement, advisers will be able to access global markets through ViewTrade’s institutional-grade brokerage infrastructure, while portfolio data generated through trading activity will automatically flow into HeirWealth Atlas for performance measurement, analytics and tax reporting.

The firms said the Australian market has traditionally relied on separate systems for trade execution and portfolio reporting, creating additional reconciliation work and operational overhead for advisers and investors.

By integrating both capabilities into one platform, the companies aim to improve efficiency, reduce administrative burdens and provide a more seamless client experience.

Nigel Singh, Chief Executive of ViewTrade International Australia, said the partnership expands the company’s offering beyond execution services.

“We have been focused on delivering institutional execution infrastructure to the Australian market, and this partnership allows us to offer our clients and partners a broader wealth management solution,” Singh said.

Ray Tubman, Chief Executive of HeirWealth, said the collaboration aligns trading infrastructure with reporting and analytics capabilities.

“ViewTrade’s capital markets infrastructure and our reporting and analytics platform are a natural fit — and together we are able to offer something the market has been asking for,” Tubman said.

The partnership takes effect immediately as both firms seek to address growing demand for integrated global investment and reporting solutions in the wealth management sector.