HeirWealth, ViewTrade unite for integrated wealth solution

Binaya Dahal

Journalist

20 May 2026

Australian wealth management platform HeirWealth and global trading technology provider ViewTrade have inked a partnership to offer global trade execution and whole-of-wealth reporting in a single platform for Australian advisers.

The companies said on Tuesday that the integration will address fragmentation across execution, reporting and tax workflows in Australia’s wealth management sector, which has historically forced advisers into manual reconciliation processes and disconnected systems.

Under the arrangement, advisers and distribution partners will be able to access global trading capabilities through ViewTrade’s institutional-grade brokerage infrastructure, while HeirWealth’s Atlas system will provide real-time portfolio consolidation, performance analytics and tax reporting.

HeirWealth chief executive Ray Tubman said the demand for more unified wealth technology from advisers managing complex portfolios drove the partnership.

“Partnering with ViewTrade gives our clients access to global execution capability and distribution reach that genuinely complements what HeirWealth has built in wealth technology,” Tubman said.

“ViewTrade’s capital markets infrastructure and our reporting and analytics platform are a natural fit – and together we are able to offer something the market has been asking for.”

Likewise, ViewTrade International Australia chief executive Nigel Singh said the tie-up would enhance its local offering by combining execution infrastructure with deeper reporting and analytics functionality.

“HeirWealth brings a depth of capability in performance, portfolio analytics, and tax reporting that genuinely strengthens and complements our offering at ViewTrade,” Singh said.

“We have been focused on delivering institutional execution infrastructure to the Australian market, and this partnership allows us to offer our clients and partners a broader wealth management solution.”