Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Stay In Control
We will work with you and through you in the management of your client's portfolio. The degree to which we do that is up to you and your client. We can be in the background or as up front us you like. We will even "white-label" our product for you.
Our software will work efficiently with your financial planning software. Our portfolios and investment reports blend seamlessly with most financial planning software, like X Plan, Coin and Visiplan. We can supply you and/or your clients with an electronic Statement of Advice, which is easily attached to yours, especially if you are using the above software. Furthermore, we can make modifications to it if you wish. Its easy!
We will work with you and through you in the management of your client's portfolio. The degree to which we do that is up to you and your client. We can be in the background or as up front us you like. We will even "white-label" our product for you.
Our software will work efficiently with your financial planning software. Our portfolios and investment reports blend seamlessly with most financial planning software, like X Plan, Coin and Visiplan. We can supply you and/or your clients with an electronic Statement of Advice, which is easily attached to yours, especially if you are using the above software. Furthermore, we can make modifications to it if you wish. Its easy!
