Solution introduction
Help your clients. Grow your business
We help you scale your practice and empower your clients with quality digital investment advice that achieves their financial goals
Digital advice that you and your clients can benefit from
For you
- Scalable digital advice under our AFSL
- Suitable for smaller balance clients
- Compliant and secure service
- Portal to view and access your clients’ details
- Automated tax statements saving time
For your clients
- A professionally managed portfolio
- Automated investing and rebalancing
- $2,000 minimum & low ongoing fees
- Access to a supportive team of experts
- Investment research, content and videos
