The Direct Asset Revolution:
What is the Direct Asset Revolution?
Traditionally your client’s assets have been held within custodial structures that have limited the freedoms of your clients and your advice model. Direct Assets shift the ownership back to the client by using individual HINS and bank accounts. Our software, “Pluto’ has been designed to allow advisors to operate within this model with scale for the first time, which opens the door for the advice industry to revolutionise the way clients hold assets.