WHY OUR MANAGED PORTFOLIO SOLUTIONS?
Unique Offering
Financial Advisers are able to bring to market an investment offering that is differentiated from their competitors.
Strong Value Proposition
A key challenge for advisers is justifying their ongoing fee. Our solution enhances advisers service offering without placing day-to-day resource constraints on their firm.
Efficiency & Scalability
Through the use of model portfolios and technology and automation advisors can manage larger volumes of client assets without increasing staffing levels. This can help improve profitability and business growth.
Consistency & Branding
Uniform investment philosophy, client outcomes and client communication.
AFSL Protection
Assist Licensees with compliance oversight and mitigate risk that individual advisers cause damage to client portfolios and AFSL.
Transparency by Design
The individual HIN and MDA model provides transparency around investment decisions, allowing advisors to demonstrate the value they provide to clients and build trust and credibility with them.
Bespoke Managed Portfolios
Option for bespoke portfolios at different levels - Licensee, Adviser, and Client.
Individualisation
No pooling of assets, Individual HIN and segregated bank accounts.
Easy Entry
No costly PDS inclusion or minimum FUM commitments for Licensees or Advisers.
Client-Specific Rules
Ability to set client-level rules and preferences (e.g. security exclusions and security preferences).
No Promotion of your competitors or client alternatives
We do not display any alternative IMA or SMA to clients thereby removing any inducement to leave the Licensee or Adviser.
Unique Business Partner
Solution originated from highly experienced Financial Advisers and IMA practitioners who can provide practical insight to the unique issues faced by both Licensees and Advisers.