Managed Investments

Matrix has badged products administered by Oasis Asset Management and BT Wrap.

Oasis Asset Management is one of Australia’s fastest growing financial services platforms, majority owned by ING. They are specialist administration providers and offer straight through processing solutions and free desktop software to Matrix advisers. In addition to the ability to share in the product margin, our advisers have direct access to the Directors and Senior Management team of Oasis. This influence ensures that the Licensee and platform provider are constantly evolving the offer.

BT Financial Group was established in Australia in 1969 and became the Wrap pioneers in 1997 with current FUA exceeding $36 billion, making them the most experienced providers of Wrap services in Australia. BT are committed to continuous platform development and are leaders in online straight through processing functionality for advisers and client enquiry access. Our advisers also have access to a focused training and business transitions team. Advisers have the opportunity to share in the product margin with Matrix.

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