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Intuitive financial software for financial brokers

Myriad offers a complete front to back office solution for brokerage firms providing advisory and online security trading services.


Provide added value and better customer service

Customised business models

Create digital investor personas based on the sophistication of the investor, from simple to complicated, and traditional or fractional investing business models.

Fast, reliable trade execution

Myriad provides order management and execution functionality, enabling brokers to buy and sell orders of securities with ease and provide services for execution-only clients.

Be poised for the future

Self-directed clients can trade but can move to a funds under management model over time as their portfolio expands.

Unmatched functionality in a single platform designed for brokers

Customised to perform the unique functions for broking, Myriad provides a seamless workflow tool and a highly relevant, simplified view of information and activity.

Investor Portal

Engage customers in their wealth creation, with a highly customisable, multi-view dashboard of all customer and investment information for portfolio and tax reporting to create efficiencies with one seamless workflow.

  • Host all necessary customer information, including investments, personal details, documents, custody reports and other advice stipulated by regulatory authorities. 
  • Customers can view transactions, generate customised reports and monitor their investment portfolios in real time.
  • Personalise the front-end view with your own brand and integrate into your corporate website to allow customers to view their account.

Gain efficiencies through a single, streamlined solution with Myriad.