Adviser Support

We take care of your needs, so you can take care of your client's needs

Consolidated Dealing and Administration

The back-end work is handled by us so that you can keep your focus on growing your business.

• All is needed is ONE transaction form, ONE cheque payment, sent to ONE location
• ONE consolidated statement for your client

What this means for you:

• Spending less time on unnecessary paperwork and more time formulating the right portfolio for your clients
• You are able to have an overall picture of your client's assets and can make recommendations for the client on a holistic level.

You can easily initiate fund switches to any other funds on our platform at no cost* to take advantage of growth opportunities whenever they arise. Or in the event of adverse market conditions, to switch to more stable funds.

*this is applicable for Wrap Accounts only

Tools

Our technology gives you the competitive edge

• An award-winning platform with advanced technological tools to help you in every advisory stage from CRM, research, execution, reporting, monitoring and rebalancing.
• Round the clock access to the latest valuations of your client's holdings.
• Create and execute transactions electronically. This means your clients can approve transaction any time, any day and from anywhere in the world.
• Automated straight-through portfolio rebalancing process that you can do for single or multiple portfolios with just a few clicks.

Mobile App

When you are on-the-go, the mobile app gives you the tools and information that you need to impress your clients or simply get up-to-date on the latest markets and funds information.

Business Management Reporting

You have full knowledge of your sales numbers so you know exactly how much business you have done and how much more you need to do.

• Reporting tools for tracking of sales performance (e.g. net sales, AUA and commissions)

Dedicated Support

You and your clients can rely on a dedicated team of Business Development Managers and the Customer Service Team to meet your needs. We provide the best all-round support, so you can focus on building enduring relationships, and providing quality service and advice to your clients.