HeirWealth Partners with ViewTrade to Bridge the Gap Between Trade Execution and Portfolio Reporting

HeirWealth has announced a strategic partnership with ViewTrade, a global provider of brokerage and investment technology, to deliver a unified trade execution and portfolio reporting solution for Australian advisers.

Trade execution and performance reporting have long operated as disconnected functions in the Australian market – forcing advisers to manage separate systems and reconcile data manually. The partnership addresses this directly. ViewTrade’s institutional-grade brokerage infrastructure handles execution across global markets and multiple asset classes, while HeirWealth Atlas automatically consolidates the resulting portfolio data into performance, analytics, and tax reporting that is always current.

“HeirWealth brings a depth of capability in performance, portfolio analytics, and tax reporting that genuinely strengthens our offering. This partnership allows us to offer clients and partners a broader wealth management solution.”

Nigel Singh, CEO, ViewTrade International Australia

ViewTrade brings considerable scale to the partnership. Now in its third decade, the firm has worked with 300+ financial services businesses across more than 30 countries – from technology startups to large banks and brokers – and has been focused on building out its institutional execution offering in the Australian market.

For HeirWealth CEO Ray Tubman, the fit was straightforward. “ViewTrade’s capital markets infrastructure and our reporting and analytics platform are a natural complement – and together we are able to offer something the market has genuinely been asking for.”

For advisers managing clients with holdings across multiple brokers, asset classes, and currencies, HeirWealth Atlas provides a consolidated, always-current view across every portfolio and entity – generating performance, analytics, and tax reporting without the manual work that has traditionally made comprehensive reporting a resource-intensive task.

The partnership is live from today. Further details on availability for adviser and institutional distribution partners will be announced in coming weeks. More at heirwealth.com/atlas.