Financial Tools & Portal

NAB

A portal that allows advisers and investors to see real-time portfolio positions and transactions

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Adviser and Investor portal for NAB Equity Lending

GBST Digital has worked closely with NAB for over 10 years to build, design and provide ongoing support for the NAB Equity Lending portal. The portal has an intuitive dashboard that allows advisers and investors to see real-time portfolio positions and transactions. The portal is integrated directly with GBST’s Margin Lending platform.

We recently used our expertise in building financial calculators and tools to develop ‘What If’ modelling tool for NAB, which provides useful illustrations for their Equity Lending advisors to model client portfolio options.

Advisers can discuss future financial positions with their clients in-person or build a new portfolio which can be downloaded and saved as a PDF. There is also a public version of the ‘What If’ tool, allowing engagement to operate mutually between the client and advisor.

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