Advice solutions
A range of solutions to groups who provide advice, including:
- Consolidating and reporting investor portfolio information
- Commission reconciliation, tracking and reporting
- Fee-for-service billing and collection
- Practice management reporting and benchmarks
- Online multi-manager applications.
Fund provider solutions
A range of solutions to providers of wealth management products, including:
- Online superannuation contribution processing
- Automated rollover processing
- Data distribution to advice groups
- Payment of commission and renumeration to dealer groups
- Online application processing and STP.
