Benefits for dealers
- Industry leading service for dealer groups and their advisers.
- Flexible and competitive fee structure, including tiering.
- Customisation of your investment APL ensures your adviser network stays within your APL.
- Leading edge superannuation tax reporting - crediting forward estimates of franking credits to client accounts.
- Seamless transitions from super to pension.
- Strong field support from Business Development Managers to support the dealers' brand.
- Strong expertise and experience in large-scale transitions.
- Unique market position as a specialist platform, providing a vertically integrated relationship with our clients.
- Significant investment in platform enhancements over the next five years will ensure 'best of breed' functionality and service continues.