Managed Accounts

ASX

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Xplore Wealth Limited, through its subsidiaries, operates as an independent platform provider and investment administrator with a specialization in managed accounts in Australia. It offers platform, administration, and technology solutions to stockbrokers, wealth managers, and financial advisory firms. The company provides portfolio administration services, such as administration and reporting for client portfolios where the assets are held in the name of the client; and Xplore wealth wrap and superannuation and pension service that provides retail investors the ability to access a range of listed securities, managed funds, and model portfolios through an investor directed portfolio service. It also offers managed discretionary account services, separately managed accounts, superannuation, and RSE and superannuation administration services. The company was formerly known as Managed Accounts Holdings Limited and changed its name to Xplore Wealth Limited in April 2019. Xplore Wealth Limited was founded in 2004 and is based in Sydney, Australia.