Benefits for advisors
An enhanced value proposition
Attract more clients With a clearly articulated value proposition . The value of your offering is enhanced when clients understand how your business will address their financial needs. By highlighting the value, clients become less sensitive to price.
Reduced advice risk
It is not only important to follow the right compliance process, it is also important to ensure that the right information is captured in the process. By following a tested compliance process consistently, risk is reduced significantly.
Consistent delivery of your service model to clients
Our unique individually branded investment plan and quarterly client reporting ensure that all your clients, big and small, are the beneficiaries of a consistent service model, whilst enhancing your brand and the quality of your client communication.
Improved business efficiencies
Your business efficiency is significantly improved through our systems, tools and back office support.
Better-quality investment management decisions
You will be able to make more informed investment decisions through our continuous research and comprehensive fund due diligence process.