More than a platform

We’re a growth engine for your business

Let’s grow

Your partner in growth

Outsourced CIO

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

Wealth Platform

Leading wealth platform technology benchmarked against market leading fintech platforms.

Managed Accounts

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

Let’s grow

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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Client testimonial

“The access to investments and the ability to be able to call the team at Mason Stevens to discuss investment opportunities has been invaluable for us”.

Andrew Height, Height Capital

Wealth 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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Managed Accounts

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

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Let’s grow

If you are looking to grow and scale your wealth practice and gain access to a diverse suite of investment options, please complete our form and we will be in touch.