Future of Finance

Wealth on Autopilot

Managed Discretionary Accounts (MDAs) & Nise: The modern infrastructure for Australian professionals.

AUS / USA

The MDA Advantage

Managed Discretionary Accounts (MDAs) are the regulated bridge between your capital and professional expertise. Unlike traditional funds, you retain full ownership of assets while delegating day-to-day trading decisions to an adviser.

Efficiency +85%

Active management without the active effort.

Time-Poor?

Busy professionals bypass extensive research. Your strategy runs in the background while you focus on your career.

SMSF
Global Reach

Unlock true diversification for Self-Managed Super Funds.

US Equities

Apple, Tesla, Nvidia

AU Equities

BHP, CSL, Banks

Nise

Democratizing Access

Nise is the unified platform connecting investors with advisers. A single brokerage account for trading and expert MDA management.

Brokerage Adviser Connect

$142k

100%

Transparency

You own the assets. You see the trades.

Executive Summary

Regulated Delegation

MDAs allow experts to manage portfolios without needing approval for every trade.

SMSF Superpower

Access global markets and diversify retirement savings beyond standard local options.

The Nise Ecosystem

A unified brokerage platform connecting everyday investors with qualified advisers.

Accessible Wealth

Removing technical barriers to make sophisticated investing achievable for all.