Market leading investment and superannuation platform HUB24 has added Dynamic Asset Managed Account portfolios to its platform IDPS Choice menu.
A leader in both platforms and managed portfolios, HUB24 provides access to innovative product solutions to enable advisers to deliver value for their clients and to build investment portfolios tailored to their client needs.
Dynamic Asset Portfolios are actively managed portfolios targeting specific risk-return outcomes, helping advisers match portfolios to specific client goals. The portfolios provide advisers with a retail solution to the approach taken by many institutional investors and astute advisers seeking to capitalise on today's changing market and economic conditions.
The portfolios form part of a complete off the shelf managed account solution built to enable adviser business growth and scalability. The solution is designed to help advisers provide a highly differentiated and valuable proposition to their clients - increasing the efficiency of service delivery and creating the potential to spend more time with clients, develop new business and lower operational costs.
Matthew Walker, Managing Director, Dynamic Asset, said: "We are thrilled with the addition of Dynamic Asset portfolios to the HUB24 Platform. We share HUB24's aim to make it easier and more efficient for advisers to provide services that today's clients demand. Furthermore, market demand for Dynamic Asset's differentiated managed account solution is growing. Being on Australia's most popular platform means that many more advisers and clients will gain access to a solution that will benefit both clients and advice businesses."
About Dynamic Asset
Dynamic Asset is a transformational business solution for financial advisers. Established in 2013 by financial advisers, Dynamic Asset provides class-leading managed account investment portfolios and business solutions for Australian financial advisers and their clients. The portfolios are designed to meet particular investment goals across liquidity and risk-return criteria.
The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across both super and non-super means that Dynamic Asset provides the most complete whole of business Managed Account solution in Australia.
For more information on the Dynamic Asset managed account solution, please contact us.
