Accounts
Separately Managed Accounts tailored to your investment needs.
Caprock's Separately Managed Accounts (SMAs) offer institutions, businesses, and wealth managers a flexible, efficient, and highly personalised approach to portfolio management. Each account is uniquely structured to meet your distinct financial goals, delivering exceptional control and flexibility.
Tailored to your goals
Designed to support a wide range of tailored strategies that align with your financial objectives, risk tolerance, and investment philosophy.
Unparalleled transparency
Real-time insights and complete visibility into portfolio holdings, performance metrics, and strategic decision-making processes.
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Operational excellence
Manage complex portfolios with streamlined processes, reducing operational burdens and enhancing productivity.
Advanced analytics & reporting
Comprehensive, actionable reporting and analytics tools for informed decisions and proactive portfolio management.
Caprock Accounts
Cash Account
Efficiently manage liquidity by depositing cash across multiple currencies in a dedicated transaction account.
Securities Account
Manage domestic and global equities with customised strategies designed for sophisticated trading.
Funds Management Account
Tailored specifically for complex investment structures, this account significantly reduces administrative burdens.
Private Wealth Account
Deliver a personalised wealth management experience designed for high-net-worth individuals and families.
Custody Account
Ensure security and oversight for your assets with detailed reporting, asset protection, and transaction processing.
Trading Account
Advanced trading technologies to buy/sell commodities and securities directly through your account on the platform.
SMSF Account
Take control of your superannuation with an SMSF Account designed for flexibility, compliance, and performance.
Ready to transform your investment experience?
Discover the advantages of Caprock’s tailored SMA solutions today.