AUSIEX to power advisers with cash account

Binaya Dahal

Journalist

8 July 2026

Australian trading and portfolio administration platform AUSIEX has launched an integrated Cash Account, aimed at lifting advisers’ efficiency by allowing them to manage clients’ cash simultaneously alongside trading accounts.

The firm, part of Japan’s Nomura Research Institute (NRI), said on Tuesday that the tool would provide near real-time funding for trading accounts, online visibility of balances and transactions, automated settlements and notifications, as well as interest rates calculated daily and paid monthly.

AUSIEX head of product and customer experience Brett Grant said it offers practical solution for advisers to reduce unnecessary steps in trading and cash administration.

“Inefficient cash and trading processes is costing advisers and their clients valuable time – reducing both trading agility and time spent with clients,” Grant said. 

“Our analysis shows advisers executing 100 trades a month could save more than eight hours by removing unnecessary cash transfer steps through a more integrated cash solution – time that can instead be redirected towards improving client outcomes.

“Streamlining these processes also helps reduce compliance and operational risks associated with cash movements.”

He added the account also gives advisers a greater flexibility over investable cash, enabling funds to remain accessible for trading and portfolio adjustments while maintaining the potential to generate returns.

“Cash should not simply be set and forget, nor treated as a passive and disconnected portfolio holding,” Grant said.

“An efficient, integrated cash management account can help advisers build more deliberate liquidity positions – enabling client cash to earn income while giving advisers the flexibility to meet cash requirements, respond to market volatility and take advantage of investment opportunities without unnecessarily disrupting long-term portfolio strategies.”