AstuteWheel software was developed to provide financial advisers with a simple to use set of tools for their client engagement process:
• Improve Business Efficiency: by gathering key information from prospects and existing clients prior to meetings and providing a structured client engagement process that seamlessly flows information through a series of tools with no need to re-input data.
• Improve Compliance: by taking clients through our Goals Based Advice and Scoping of Advice tool and quickly and easily producing Letters of Engagement and Ongoing Service Agreements as well as comprehensive file notes for a thorough audit trail.
• Educate Clients: by collaborating with the client to both understand their needs and explain the benefits of the financial planning process and to simplify the often complex strategies choices available to them.
• Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
• Increase Client Retention & Sales: by showing real value and to easily justify fee-for-advice.
• Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.
DomaCom Australia Limited AFSL 444365 is the owner and operator of the DomaCom Fund, a syndication platform that can be applied to a range of assets including but not limited to residential property including a shared equity (investors and tenants), and affordable housing disability (NDIS) housing models. Commercial, rural farmland, land banking and renewable energy developments are also accommodated. Examples can be found at www.domacom.com.au.
DomaCom’s unique structure enables advisers to offer both growth and income to equity and debt investors with first mortgage security. The fractional structure also accommodates the retiree market through a Seniors Equity Release product.
The structure and breadth of investment options in the DomaCom Fund gives advisers a strategic advantage in the intergenerational marketplace with wealth accumulators, income investors, millennials, and seniors.
Investments in the DomaCom platform are facilitated in the DomaCom Fund ARSN 167 020 626 (Fund), a licensed managed Investment scheme registered with ASIC. The trustee and responsible entity of the Fund is Melbourne Securities Corporation Ltd AFSL 4282189, a part of MSC Group.
Since 2012 Balmain Discrete Mortgage Income Trusts has provided exclusive opportunities to invest in individual first mortgage loans backed by commercial property that offer a range of different risk, rewards and investment terms.
Balmain Private is designed to allow both direct investors and those that invest using the assistance of accountants or financial planners to participate in the diverse sources of income available from this substantial asset class.
Balmain Private was established to meet the needs of High Net Worth and Self-Managed Superannuation Fund investors who seek different sources of income outside those traditionally available and is especially suited to the structurally lower interest rate environment seen globally today. The investments offered by Balmain Private have been selected, credit approved, fully funded and are managed by the Balmain Group.
Cowell Clarke helps businesses achieve their commercial goals while managing risk and navigating their obligations to Australia’s complex regulatory framework.
Our financial services team has comprehensive expertise having successfully applied for many AFSLs and assisting a broad range of financial services businesses with their ongoing compliance obligations. It is this practical experience, combined with our insights and passion to see financial advisers thrive, which truly sets us apart.
We work with a range of clients including financial advisers, fund managers, corporate advisors, ADIs, established and early stage FinTechs, and payment systems providers. We provide simple and innovative solutions to regulatory obligations, without ever losing sight of our clients’ goals.
Our online platform provides a comprehensive risk management and compliance solution, giving you the time to focus on your
The HALO Global Investment Research and Investment Platform (HALO) is cloud-based technology that has been developed by the market professionals at HALO Technologies.
The platform delivers institutional-grade analytical research tools to Advisers and investment professionals, allowing them to make more informed and confident investment decisions. HALO offers global company and market insights coupled with a market-leading omnibus and custody trading interface making it one of the most powerful investment platforms available on the market today.
Through HALO, Advisers can analyse and invest in over 20,000 shares and ETFs across 23 different exchanges including the ASX, NASDAQ, NIKKEI and more. They also have access to 24 ready-to-invest thematic share portfolios which is unique to HALO.
Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.
It was started in 2010, with a desire to see the relationships between advisers and clients develop and flourish. Our mission is to help advisers break free from the pure “investment manager” mold and step deeper into the role they were designed to do – helping their clients live their best lives.
By providing advisers with a world class, technology enabled, individually managed accounts (IMA) service, we are freeing up precious business hours, streamlining the advice process and allowing both advisers and clients to focus on their financial values and goals.
At Integrated, we take pride in achieving what others thought impossible.
As an independently owned and operated administration platform, with over $8 billion dollars of FUA, we’ve built a strong reputation around our determination to succeed, creating reliable and straightforward solutions that provide real value for our clients.
Integrated was designed by wealth management professionals, frustrated by the administrative workload that all wealth managers face when servicing their clients. It is a leading-edge platform designed to remove all client portfolio administration from the workload associated with servicing clients.
The complexities of dealing with numerous organisations to make the amalgamation between investment execution and portfolio administration are managed by Integrated to provide a seamless experience.
We support all types of wealth management businesses, from Family Offices to EAM’s, accountant’s, Private Banks and Financial Advice businesses. We understand different businesses have different needs and we retain the flexibility to tailor our platform to suit the specific needs of different organisations.
At Integrated, our aim is to simplify the complex.
At Midwinter, we know there’s a human interaction behind every quality advice experience.
That’s why we’re focused on supporting you, with software that simplifies how you deliver advice. From managing compliance to scaling your practice, our software supports your everyday tasks so you can focus on providing great advice and growing your business.
Our flagship financial planning solution AdviceOS provides sophisticated financial modelling, product comparison, practice management, client engagement and compliance modules.
AdviceOS was built for every financial advice business – from small practices to large institutions. As a cloud-based financial advice solution it’s easy to implement into your practice and Midwinter looks after all of the software updates and management.
Successful advice practices never stand still, so neither do we. At Midwinter, we’re focused on the success of our clients. That’s why our innovation program is currently looking to the future and delivering solutions that support the changing needs of clients and the regulatory environment.
Take your practice into the digital age with AdviceOS, an AdviceTech solution built for the future.
Through technology, Praemium has taken a highly complex and time-consuming process and simplified it. Big time. We’ve taken a revolutionary approach to a totally disrupted market. Our platform solution is so good that it’s grown in usage in 17 years across the globe to almost 1,000 financial institutions and over 500,000 investors.
From the beginning we have crafted and optimised our technology in collaboration with financial professionals, to build the ideal next-generation platform that provides a great client experience. Praemium's fully integrated account management platform is so flexible there's a managed account offer to suit clients, great or small. Now your entire client list can enjoy the benefits of managed accounts, with or without custody, for investment and retirement savings and support the variety of tailored advice strategies you develop across your client base. Praemium's proprietary integrated Managed Accounts platform uniquely serves Australia, UK and International markets with our mission: "To assist wealth advisers to deliver great investor experiences and outcomes".
Sharesight Pro is an award-winning portfolio tracker built for financial advisers to aggregate, manage and track your clients’ investments. Sharesight Pro syncs with brokers to track trades, dividends and corporate actions. Comprehensive performance, tax and diversity reports can be generated instantly and there are seamless integrations with Xero and Macquarie CMA. Sharesight Pro is a cost-effective alternative to the WRAP ‘administration’ platforms.
WealthO2 is a next generation software solution which is challenging the long held norms of what a platform can be. Over the course of the conference, you'll not only hear about WealthO2's market leading technology but (more importantly) the positive impact it has had on advice practices and end clients. Rarely do you see advice practices benefit so significantly and swiftly from a new software implementation. It is well worth investigating.
In summary, we provide software and a service that is not conflicted, is low cost, drives efficiency and provides financial advisers the tools to implement scalable, yet tailored advice and more easily demonstrate value to their clients. Our suite of solutions can be used standalone, in combination or all together to provide efficiencies in managing Managed Accounts and Managed Discretionary Accounts; trading managed funds; and providing clients with a fresh, new alternative for their Super and Pension via Super Simplifier which is “on HIN” providing greater transparency on the client’s assets.
The Association of Independently Owned Financial Professionals [AIOFP] was registered in 1998 by a group of independently owned Advisers to differentiate their practices in an institutionally dominated market place. To be a member the practice must not have any institutional ownership, be of good fame and operate its own AFSL. The AIOFP now also accepts individual members under these conditions.
AIOFP’s founding objective was to protect and promote the interests of members and their clients without fear or favour, we have and always will act in our members best interests. AIOFP’s point of difference to other market options is its members, Board and management are all from the independently owned sector - we are not influenced or dictated to by other agendas or factions in our membership.
The AIOFP are pleased that ASIC has recently recognised the role AIOFP and its members play by allowing our members to display the AIOFP logo on promotional material subject to a suitable disclaimer.
AIOFP is the largest Association representing the Independently owned sector with over 6,000 advisers in its membership.