Our Platform

At Candour, we believe powerful management tools are the cornerstone for building trusting relationships between clients and advisers

Our Platform

At Candour, we believe powerful management tools are the cornerstone for building trusting relationships between clients and advisers

About

Candour is partnered with an institutional-grade wealth management platform, broadly used by advisers and brokers to administer, manage and report their client portfolios.

We provide access to a broad range of investments within one single account. This makes it convenient for clients to invest in different assets, diversity their global investment portfolio and reduce account management fees.

Single Account Global Reach

One single integrated multi-currency investment account gives clients access to a broad range of asset classes, products and markets.

Our menu includes retail and wholesale-only funds, ASX-listed and international securities, cash fixed interest and term deposit products, options, international and domestic bonds and more.

This makes it convenient for clients to invest in different assets, diversify their global portfolio and reduce account management fees.

Hassle-Free Account Transfer

Our platform provides a versatile account transfer process and assists clients in transferring the account without selling the underlying investment or money changing hands.

Account owners can remain invested in the market throughout the transfer without undergoing selling and repurchasing actions.

This will also help prevent potential buy and sell costs, fees associated with the involvement of listing assets and agent service charges.

The transferring of investments are not limited to securities, managed funds, of property but also structured products, OTC bonds, and debentures.

Client Account Protection

Our platform is partnered with top-tier firms and custodised by one of the world's largest custodian banks, Citigroup.

We do not execute any transaction without receiving authorised instructions from clients.

All clients' assets are fully segregated and do not assume any risks of our operational insolvency.

Omnibus Backoffice Support

Accessible 24/7, our platform service includes a comprehensive set of administration and reporting tools for portfolio management.

We provide complete online functionality for all portfolio transactions, reporting, tax management, corporate action management and mailbox facility for all personal HIN assets.