Financial Advisers

Any fund, any manager.
One account.

Built for high net wealth advisers and their clients - streamline workflows, invest in any unlisted fund with one digital account, entirely paperless. A technology platform, not a custody platform.
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More than 200+ HNW advisers trust Connexian
to manage unlisted fund investments
Save 80% of admin time on unlisted fund investments.

Non-custodial. Direct to issuer.

Connexian is not a custody platform, which means you have the choice to add any fund of any type, currency, size or structure. With 600+ funds already on Connexian, including private market boutique opportunities, private credit, private equity, hedge funds, VC, property syndicates and SPV’s.

Connexian makes this possible using technology not custody.

Ideal for high net wealth and wholesale financial advisory and wealth management firms who want product choice and flexibility.

Create a bespoke APL just for your firm, and transact directly with the issuer.

An account. Not a form.

Wealth management firms using Connexian report saving up to 80% on admin time for unlisted investments. It's that simple - no forms, no paper, all digital.

With one off digital account creation means KYC compliance is reuseable and transferable to any registry or issuer. No more paper shuffling, no more onboarding friction, no more sending client ID documents over email.

Fast execution means rapid implementation, saving you time and getting client capital to work faster.

The same workflow across every fund, every manager, trustee, and registry. No repeated forms or data duplication.

Features built for financial advisers.

Invest in minutes with Connexian using built-in, shareable investor profiles, and automated digital compliance including,

Client Profiles, KYC & Identity Management
Any legal entity type
Digital investment onboarding
Customisable APL
Document execution with inbuilt eSign
Sign as LPOA, authorised signatory, or send to client
Digital trust deed and document certification
Wholesale investor certifications
Data feeds
Fund updates
Application tracking and notifications
API access
Optional client engagement platform
Enterprise-grade security
Connexian protects your privacy with industry leading security and data protection.
ISO 27001 certified
Multi-factor authentication
Tracking & audit trails
Role-based access control
Australian Data Residency
AML/KYC and instant investor verification
Built into onboarding workflows, without manual follow-up or fragmented processes.
Automate workflows build compliant investor and adviser workflows that run without manual intervention.
Accepted by all major trustees/REs networked investor records and compliance across funds regardless of manager, trustee or registry.
Instant KYC connected to government ID records and databases - always complete, always compliant and auditable.
Manage complex structures built for complex legal and ownership structures with document certification and full audit trails.
Frequently asked questions
What is Connexian?
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Connexian is a secure digital platform that connects financial advisers, fund managers and investors, streamlining unlisted and private markets investing, from compliance and onboarding to portfolio visibility and document management.
Who is Connexian for?
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Connexian is built for financial advisers, fund managers, trustees and registries who work with unlisted funds and private market assets and want to eliminate the admin that slows them down.
Is Connexian a custody platform?
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No and that's intentional. Investors hold assets directly in their own name and invest straight with the fund manager. Connexian facilitates the process without sitting between the investor and the issuer.
Does Connexian work with existing registries and RE's/trustees?
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Yes. Connexian works across any registry and any trustee, with no platform switch or custody arrangement required.
How does Connexian save time?
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By centralising KYC, applications, documents, signatures and portfolio visibility in one workflow. Advisers typically save up to 80% of admin time on private market investments.
Is Connexian secure?
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Yes. Connexian is ISO 27001 certified, with mandatory 2FA, Australian data residency, encrypted data and audit trails.
What support is available?
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Support ranges from standard access through to a dedicated account manager, depending on your plan. Enterprise clients receive platinum support.
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Book a demo