Advanced Fintech Software.

Connect Overview


Access information at any time.

Connect puts you in the driving seat so you can view up-to-date portfolio information when it suits you. Your investment positions, latest correspondence and BlackBee product information are all at your fingertips.

Download Connect FAQs


Track Investment Performance.

View portfolio valuations and investment performance using Connect’s online Product Performance Updates. This ensures you can manage your portfolio in real time.

Other features

Excel Download
Excel Download

Portfolio positions can be
downloaded onto an Excel spreadsheet.

Upcoming Events
Upcoming Events

View upcoming product events such as coupons and maturities.

Free of charge
Free of charge

Connect is free for Financial Advisors & Clients.

Upcoming Products
Upcoming Products

Get first access to upcoming Products via downloadable brochures.

Notification Centre
Notification Centre
(Coming Soon)

Notifications on key items related to your portfolio.

Online Application Form
Online Application Form (Coming Soon)

Streamlined online application process to on-board clients with no paperwork required.

Interested in learning
more or utilising Connect?

Get in touch with us today and we will help you get started. Email [email protected]