Dynamic Asset is Australia’s only whole-of-business, turn-key Managed Account 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 MANAGED ACCOUNT
solution

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.
  • 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.

Furthermore, a Praemium study showed that 67% of managed account users reported improved levels of client engagement.

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Capacity

INCREASE CLIENT CAPACITY BY UP TO 30%

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.

According to the Financial Standard, Managed Accounts allow advisers to service up to 30% more clients.

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Lower operational costs

LOWER OPERATIONAL COSTS

The cost of compliance and administration continues to impact the delivery costs of adviser services.

The Dynamic Asset solution answers this challenge through more efficient portfolio management, simpler client management and packaged reporting that cuts costs.

 

Capacity

A FOCUS ON CLIENT GOALS PROMOTES REGULATORY COMPLIANCE

Major compliance changes from ASIC come into effect in October 2021. The changes go well beyond the requirements of the existing 'Client Best Interest' obligations and the FASEA Code of Ethics.

The new Design and Distribution Obligations (DDO) are specifically designed to ensure the transparency and correct fit of investment products for individual clients. It is clear that a reliance on Investor Risk Profile as a means of directing advice and appropriate investment products will no longer be sufficient.

A more genuinely client-centric approach is necessary.

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