Expanding Your Opportunity Landscape
MyBrokers Plus
Open up further opportunities for you and your clients with the MyBrokers+ module.
Available to:
Independent Financial Advisors
Registered Investment Advisors
Similar Licensed Entities
Broaden Your Investment Offering
Extend the suite of products your distribute with MyBrokers+. View external investment opportunities and gain access to Issuers/Originators. MyBrokers+ enables you to expand the products offering to clients without increasing operational complexity.
Client Discretion and Communication
Accessing the MyBrokers+ ecosystem extends to your clients, however they can choose to opt-out anytime via the settings section in the App. You remain the only contact for your clients. Any enquiry on an external opportunity is ONLY directed to you allowing you remain the primary adviser and decision-maker in assessing suitability.
Relationships Are Key To Business Success
The MyBrokers+ ecosystems connects you to domestic and international originators seeking local distribution networks. Build relationship that can build your business.
Structured Product & Market Development
By combining expanded product access with systemised referral flow, MyBrokers+ supports growth on both sides of the relationship, strengthening opportunity distribution while formalising how interest and introductions are managed.
A Connected Ecosystem
The MyBrokers+ ecosystem brings external investment providers and advisory firms into one organised environment. It enables controlled distribution, visible engagement and consistent oversight - all while integrating alongside your existing systems.
Access to MyBrokers+ also enables you to broaden your distribution beyond your client base by listing your opportunities in the ecosystem. Further charges apply.