Is your advice process compliant, scalable and repeatable?

Manually onboarding clients is a time-intensive task, which takes up valuable meeting time and is not cost effective. 

Transform client engagement with our client portal. It elevates all the pain points of a traditional onboarding and annual review experience for financial advisers and their clients, by providing a secure digital environment to securely communicate and share information with each other remotely. 

By enabling your clients to complete tasks in advance, you'll not only save valuable time, but you'll both be able to focus on what really matters most when you are together.

With our integrations, the client data you collect retains its accuracy and flows straight into our financial planning tools for further analysis, as well as your back-office and the other technology you use, enabling a more productive and efficient process.

To provide good client outcomes and help clients achieve both their financial and life goals, advisers need to conduct robust financial planning that is not only aligned to their specific objectives, but also takes into consideration their attitude to risk, capacity for loss and future potential scenarios.

With the country's market-leading cashflow modeller, you can create powerful and engaging lifetime cashflow plans which will bring their financial situation to life. 

Visually map out your clients' financial plans and help ensure that they have enough money to support their needs and goals.

Present your recommendations simply and visually for clients to easily understand and make informed decisions. 

Our fund and investment research software brings together portfolio construction, analysis, risk profiling, due diligence, and ongoing monitoring. It can power your entire investment proposition, whether you invest in individual funds, multi-asset funds or DFMs.

We combine our technology, expertise and relationships with over 300+ data partners and institutions to provide you with accurate, golden source fund data, documents and tools to analyse your clients' investments, recommend suitable alternatives and create client-friendly reports that support your recommendations. 

Our software seamlessly connects with most back-office systems so you can import client data from source to begin your analysis, as well as from our client portal and cashflow modeller.

Our model portfolio service is a full and scalable outsourced investment proposition that has financial advisers at its core. We work hand-in-hand with our partner advisers to fully understand their challenges, to support their unique business model and meet their clients’ needs. 

By working with us, you can reduce compliance risk and administrative burden with our innovative and robust investment process and benefit from our market-leading communication package that educates and engages your clients; setting your business apart to help retain existing clients and win new ones.

Our risk-focused portfolios are driven with data insights and are fully integrated with our investment research software, enabling you to undertake detailed analysis and access factsheets and reports easily.