Revolutionise Your
Business
Australia’s only direct-asset portfolio management tool, built for advisers by advisers.
Technology To Capture New Revenues
Investment Management
Revenues
Bring in-house or plug-and-play model managers (SMAs and IMAs)
Bring In-house
Bring platform/portfolio admin related tasks in-house e.g. reporting, trading
Extend Coverage Reporting
Introduce portfolio admin and reporting services on client directed assets e.g. direct property, self-directed shares
Take Control
Value Proposition
no platform or fund manager contracts with your client
Client Experience
no platform or broker interacts with your clients
Intellectual Property
clients sign up to YOUR service, not someone else’s.
Client Pricing & Margins
No third parties bill your client
Stop margin leakage to platforms, custodians and RE's
Better financial result for adviser and end-client
Why pay away, when there’s no need to?
.
Trial Pluto for days
90 days for up to 5 clients
Diversify Revenues
Advice fees from product
Best Interest Duty risks
Conflicted Remuneration risks
Unique client-offering
Give your clients the comfort of having:-
- Complete control & transparency over ALL entity assets
- Direct legal (not just beneficial) ownership of their assets
- The ability to reconcile all assets with independent third-party sources
- Their assets discretely held (no pooling of assets)
- Real-time tax reporting on all entity assets.
- A bank account that no third-party can scrape fees from. All data is controlled by you, not by a large platform
- no “middle-man” fees or relationships