Direct Platform

Gone are the days where advisers and stockbrokers need to sell third-party platforms, custodians, responsible entities, administration services and fund managers to their clients.

PortfoliosDirect puts the control into advisers and stockbrokers hands by:

  • giving them the tools to become a Fund Manager;
  • cutting out layers of third-party fee leakage; and
  • cutting out third-party intellectual property leakage.

Much like end-clients not knowing what accounting package (e.g. MYOB or Xero) their Adviser or Stockbroker uses to run their business, PortfoliosDirect places the emphasis on the intermediary and the funds management service(s) they provide. 

Our Individual HIN and managed account capabilities combined with our sleek user interface and client reporting capabilities, ensures an enjoyable experience for all users while the fixed-fee pricing diverts maximum fees back to intermediaries. The end-clients of our current user’s also pay close to the lowest fees in Australia.

As there are no custodians, Responsible Entities, percentage based fees from the platform (e.g. no Admin Fees) and no clip of bank account interest, it is a very simple yet powerful story to end-clients/investors.

No MDA License required!

Intermediaries do not need a Managed Discretionary Account (MDA) license as we have developed state-of-the-art automated Record of Advice (ROA) technology to:

  • Facilitate the efficient sending of an unlimited number of ROAs;
  • For clients to approve of any recommendation easily; and
  • For approved securities to be easily traded in bulk.

- PortfoliosDirect Screenshots -