Australia’s only direct-asset portfolio management tool, built for advisers by advisers.
Technology To Capture New Revenues
Bring in-house or plug-and-play model managers (SMAs and IMAs)
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
no platform or fund manager contracts with your client
no platform or broker interacts with your clients
clients sign up to YOUR service, not someone else’s.
Client Pricing & Margins
No third parties bill your client