Australian citizens rely heavily on independent financial advisors for top investment advice and there are some very powerful online platforms to assist finance professionals. Digital technology never stops developing and that is good news for financial advisors around the world, with real-time tools that can assist the finance professional offer the best advice to their clients.
Single online interface
You can access all of your client data when using one of the top-rated financial advisor platforms, which enables you to focus on a single client’s portfolio at the touch of a button. Online portfolio management means you don’t need external spreadsheets, while there are many report templates that you can customise and send to your clients.
Managed portfolio innovation
By joining forces with a leading Australian financial advisor platform, you can reap the benefits of many years of innovation, with powerful real-time tools that make managing client portfolios so much easier. The provider has a team of experts who are ready to train you and your staff on any aspect of the platform use and they are available round the clock. Click here for tips on sourcing a good business lawyer.
Recent Platform innovations
Over the past few years, the innovations include the following:
- Enhanced reporting – Daily weights and APIs.
- Wholesale managed accounts.
- Addition of custom asset classifications.
- Advice free exclusions.
- CXA (Cboe)
Optimise tax outcomes for your clients
This is a very important aspect of portfolio management and Australia’s top financial advisor platform is known to help advisors optimise tax outcomes for their clients. It is the small things like this that makes clients realise the benefits of engaging the services of a top financial advisor.
Tailor your clients’ portfolios
Your clients will love having the ability to customise their portfolio, such as tailoring investment strategies and with more than 150 portfolio templates, choices are there. Portfolios can be mixed in terms of funds; cash, direct securities, crypto, ETFs and LICs. Your clients can manage several portfolios from a single account, which is a great benefit.
Client Value Proposition
Known as CVP, this is improved when you engage with Australia’s leading financial advisor platform, which, in turn, leads to new clients that come from recommendations. Changes are automatically made to portfolios, which means you don’t have to fill out documentation and that saves you money.
Deliver consistent client outcomes
Clients who are in the same managed portfolio will enjoy the same investment outcomes and that has to be good for business. Investment outcomes are everything for the private investor and the better the returns, the happier your clients will be.
Educational videos and guides
When you join forces with Australia’s leading financial advisor platform, you (and your clients) have access to a huge library of educational resources. We all know how difficult it can be to help a client develop a deeper understanding of managed portfolios and when you have access to the best educational content, your clients will have a better understanding of what you, their advisor, actually do.
Join a winning community
When you register with the top hub for financial advisors, you are part of a winning community and can watch webinars and online presentations that deal with every aspect of portfolio management. With a team of financial experts in your corner, your skillsets will develop and with 24/7 support, developing your abilities will be ongoing.
Online solutions
If you would like to learn more about Australia’s leading financial advisor platform, start with a Google search to find the website of the best provider, the browse the many features on offer and when you are ready, you can register and use their great tools. If you are the kind of person who always wants to develop your skillsets and have your clients’ best interests at heart, we recommend taking a look at the best financial advisor online platform that Australia has to offer. Of course, there are many aspects to providing financial advice to private investors and by making best use of Australia’s leading online platform, you can offer your clients a host of powerful tools, while providing the best advice.