We’ve been looking to provide a digital offering to new clients for a while now, as we are increasingly seeing fewer options for low balance clients to get advice and consumers wanting more and more to interact with companies digitally.
The affordability and accessibility of financial advice is a significant issue in Australia.
The regulatory burden on financial advisers is a major contributing factor with the Government and regulatory bodies debating on a path forward.
Swipe to invest, millennials are shaping the new economy with online share investing however are limited when it comes to their super.
Our system allows you to customise your investments to suit the ethical preferences that matter to you – Environmental, Social, Governance (ESG).
Unlike most digital advice options our digital advice platform offers actively managed funds and features over 30 ESG filters, making it the most comprehensive and sophisticated digital advice service in the Australian market, and arguably, globally.
The platform allows us to offer new clients:
- A simple, but thorough, online onboarding experience that provides personal investment advice and ID verification
- Dynamic risk management and stock selection
- More than 30 ethical and portfolio filters to customise portfolios for each client
- Investments through personal, joint, company, trust, super and SMSF accounts
- Complete portfolio and investment management transparency
- The tax benefits of a separately managed account