OUR PLATFORM PORTFOLIO SERVICE IS EXCLUSIVELY AVAILABLE TO CLIENTS OF FINANCIAL ADVISERS

It can be accessed through a broad range of third party investment platforms to provide a cost effective and efficient means of investment.

Key Service Features

  • Broad range of portfolios for a wide variety of risk profiles
  • Real return investment objectives
  • Diversified investment in a variety of asset classes
  • Expertise in alternative assets
  • Defined risk and volatility parameters
  • Available through the majority of investment platforms
  • Independently assessed by Defaqto, ARC & Distribution Technology

Specifically designed to help meet the needs of financial advisers and their clients
Adviser Portal

Specifically designed to help meet the needs of financial advisers and their clients

  • Detailed look through to the underlying platform portfolios
  • Most recent performance
  • Downloadable reports

Click to enter the portal