Investment Portal Software

Using technology to bridge the gap between
discount brokers and financial planners.

FindeskCo builds secure, professional-grade investment portal software for Australian advisory firms. Portfolio visibility, options risk analytics, and AI-assisted adviser workflow — in one platform.

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app.findeskco.com
Portfolio Value
$1,242,500
↑ 2.4% today
Open Options
12 positions
3 expiring soon
Margin Utilised
34.2%
$427,000 used
Portfolio Holdings
CBA 1,200 shares $176,400 +1.2%
BHP 800 shares $34,240 -0.8%
ANZ 2,500 shares $74,250 +0.4%
Client Movers Today
+8.1%
S32
+3.5%
PME
-4.8%
COL
-4.0%
COH

The gap we're closing

Australian investors deserve more than a balance screen. FindeskCo fills the space between basic online brokers and full-service financial planning.

Discount Broker

  • ✓ Low-cost execution
  • ✓ Basic holdings view
  • ✗ No portfolio context
  • ✗ No risk visibility
  • ✗ No adviser support
FindeskCo

Financial Planner Level Tools

  • ✓ Full portfolio visibility
  • ✓ Options & margin analytics
  • ✓ Market context & tools
  • ✓ AI-assisted adviser workflow
  • ✓ Audit-ready records

One platform. Three connected experiences.

FindeskCo delivers purpose-built portals for clients, advisers, and options specialists — working together from a single data foundation.

Client Portal

Clients see their full portfolio — holdings, option positions, overnight markets, short interest, economic calendar, and returns — in one secure place.

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Adviser Portal

Advisers see their full book — client movers, portfolio queries, trade data, CMA balances, dividend history — supported by AI tools that modernise their workflow.

Explore Adviser Portal →

Options & Risk

Specialist visibility for open option positions, margin exposure, implied volatility, open interest, and book-wide risk — built on proprietary ASX data and analytics.

Explore Options & Risk →

Built for the Australian market. Built differently.

FindeskCo is not a white-labelled international platform. It is built from the ground up for Australian equities, ASX-listed options, and the adviser-client relationship as it exists in Australia.

Proprietary ASX Data & Options Analytics

ASX price data and options analytics are built in-house, giving advisers and clients faster, more accurate visibility into positions and risk.

AI-Assisted Adviser Workflow

AI tools help advisers modernise how they work — from portfolio queries and client notes to structured workflow and improved output quality.

Third-Party Macro Analysis Integration

Clients and advisers can access curated macro analysis from third-party research providers, giving market context alongside portfolio data.

ASX
Proprietary price data and options analytics built in-house
AI
Workflow intelligence that improves adviser output quality
3 in 1
Client, adviser, and options portal from one platform
AU
Purpose-built for Australian financial advisory firms

Ready to see FindeskCo in action?

Talk to our team about how FindeskCo can give your clients and advisers a better investment experience.

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The information available through FindeskCo software is general in nature and does not constitute personal financial advice. FindeskCo is a technology company. Users of FindeskCo software are required to hold appropriate Australian Financial Services Licence authorisations where applicable.