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It's a business solution for advisers that's specifically designed to:
Dynamic Asset portfolios are directly matched to specific client goals. Goals Based Investing with Dynamic Asset Allocation changes the dynamics of client relationships. Because investments are tracked according to their goal trajectory and portfolios are actively managed to mitigate risk, conversations with your clients are clearer, more readily understood and positive.
Advisers that are recognised as being more client-focused typically have more highly satisfied clients and receive the recognition and kudos they deserve. Improvement in client satisfaction is linked directly to increased retention and referral, which has the effect of turning your new business development activities into higher levels of growth and profitability.
We use Managed Account services under a Managed Discretionary Account (MDA) licence to provide you and your clients with all the benefits of individually managed accounts; transparency, complete freedom of investment choice, tax management and efficient execution in a timely, efficient and scalable way.
The combined impacts of managed accounts, professional portfolio management and state-of-the-art systems technology save enormous amounts of time. The time saved can be reinvested into increased client capacity that boosts profitability.
The cost of compliance and administration continues to grow as adviser behaviour comes under ever-increasing scrutiny. It’s simply not an option to absorb additional costs by increasing efficiency.
The Dynamic Asset solution answers this need through more efficient portfolio management, simpler client management and packed reporting that cuts costs.
A sustainable business that maximises resale value must enshrine compliance and corporate governance. Although all advice businesses aim to meet the needs of their clients, this focus intensified following the mandatory adoption of the Future of Financial Advice reforms in 2013. The need for advice to be in the client’s best interest and meet stated goals is enshrined in the Corporations Act and the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics.
By ensuring their investment philosophy is aligned with clients’ best interests, advisers can be confident in the sustainability of their business model within the changing regulatory environment.