Member based solutions

With more people seeking do-it-yourself investment tools, we offer a unique suite of member based solutions. Our digital wealth management interface gives your members greater control, transparency, choice and flexibility with their investment making decisions.

You can brand this interface as your own and provide your members with a simple way to diversify their portfolio in a flexible, tax effective and low cost manner.

The online interface provides self directed investors with transaction, administration and reporting capabilities across a wide range of investment types.

Your members can choose from numerous managed funds and all ASX listed securities, including a number of exchange traded funds.  They can also select from a variety of term deposit providers and separately managed account model portfolios.

A superior member based digital experience

You can increase member engagement by giving members access to education, research and tools via an interface which we will help you to customise.

Our suite of digital tools provides a rich member experience where your members can:

  • Retrieve a holistic view of their total wealth
  • Access consolidated reporting across all assets and liabilities
  • Streamline transactions via integrated order pads
  • Discover their risk tolerance with an online quiz
  • Gain confidence about shares and managed funds through analytical tools and research
  • Plan for the future with an online budgeting tool
  • Stay up-to-date via corporate actions alerts.

We're constantly working to extend the member experience through greater customisation. We will offer apps to enable your members to track their investments at the click of a button. They will also be able to increase their investment knowledge with education apps and tools.

Other superannuation solutions

We offer a range of SMSF services and a retail super offering. You can package these with our member based solutions or access them as standalone services.

We will work with you to create a customised superannuation solution to meet the needs of your client or member base.

Model portfolio managers

More than 70 model portfolios are available through the following investment managers on our wealth management interface.