More than a platform

We’re a growth engine for your business

More than a platform

We’re a growth engine for your business

More than a platform

We’re a growth engine for your business

We enable wealth practices to deliver a sophisticated investment offering to their clients, whilst providing operational scale and improved risk management – we’re a growth engine for your business and for your clients.

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Our service offering

Wealth Platform

Leading wealth platform technology benchmarked against market leading fintech platforms.

Outsourced CIO

Partnering with your wealth practice to deliver a range of institutional style investment services for the breadth of your client base.

Managed Accounts

Scalable investment solutions for financial advice businesses nationally, focused on achieving superior portfolio outcomes for account holders.

More than a platform

The platform is a scalable and efficient investment administration solution across all asset classes. It is the only adviser driven portfolio admin solution backed by execution through 50+ dealing and broking partners across the globe.

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Client testimonial

“Mason Stevens are passionate about making unique investment ideas a reality. Their collaborative, proactive culture is evident in their ability to workshop investment solutions. In our case an FX hedging solution that served our clients well, allows us an unmatched direct global approach in the market place.”

Rob Shears, Principal Adviser and Director, Valor Private Wealth

Mason Stevens Outsourced CIO

We understand that building and managing a successful wealth practice requires a tailored approach. That is why we offer a range of CIO investment services designed to meet the unique needs and requirements of your business.

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Latest Insights

Financial Wellness Hub

Resources to help you get the most out of your super.

Retirement Calculator

Figure out how much super you need to retire in comfort. 

Support Centre

Browse our Support Portal.


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