Dynamic Asset is Australia’s only whole-of-business, turn-key solution that answers the challenges that advisers face today.

 

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It's a business solution for advisers that's specifically designed to:

  • Boost profitable growth
  • Deliver business scalability
  • Offer a differentiated value proposition
  • Increase client understanding, engagement, retention and referrals
  • Increase business efficiency
  • Reduce administration and service costs
  • Provide the benefits of contemporary technology and tools 
  • Deliver bespoke and scalable portfolios that match client goals
  • Simplify risk management and compliance
Buines Growth Solution
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The Dynamic Asset BUSINESS GROWTH
solution

The Dynamic Asset Adviser Solution is a set of turn-key additions to your advice capability. They include:
  • Investment portfolios that are each configured to target specific risk-adjusted returns.
  • Dedicated, specialised research and portfolio management
  • The Portfolio Construction Tool that affords planners the ability to match portfolio objectives to individual investor goals precisely.
  • Managed account service
  • A range of white-labelled solutions that deliver marketing, go-to-market support and execution support

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Improve client satisfaction
Satisfaction

IMPROVE CLIENT SATISFACTION AND RETENTION

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.

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Capacity

INCREASE CLIENT CAPACITY BY UP TO 40%

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.

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Lower operational costs

LOWER OPERATIONAL COSTS

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.

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Capacity

A FOCUS ON CLIENT GOALS PROMOTES REGULATORY COMPLIANCE

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.

 

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