Solution introduction
Confidently monetise your investment expertise via your Model Portfolios
OpenInvest’s technology allows you to serve an entirely new self-directed investor base in a cost-effective way and be paid for your intellectual property
This is the perfect investment delivery environment for the high proportion of Australians who can’t afford to or aren't yet ready to go down the personal advice route, especially Millennials and Gen Z investors.
What really sets us apart?
On your OpenInvest customised digital platform, the investor drives the journey and the platform does all the heavy-lifting; onboarding, reporting, administration and customer support.
Your advisers are freed up to devote more of their valuable time to better servicing your high net worth clients.
As a general advice investing platform, your new investors can engage directly with your investment solution 24 hours a day, and then be nurtured over time through your ongoing engagement to become full-advice clients.
