Wealth Management Solutions for Financial Advisers

ByEoin Morgan

The mysterious world of finance is more than a little complex and if you are a financial adviser with a growing client base, this article was written with you in mind. Cloud-based solutions for Australian financial advisers can transform their business by helping them to create interactive presentations that can be personalised.

Visit this website: Chinese Tea and Caffeine: Balancing Energy and Relaxation in Every Sip

Powerful online client presentations

A top financial adviser spends a lot of time on Zoom meetings with clients and with an interactive online presentation, your clients have a clear understanding of their investment portfolio. Using one of the best wealth management platforms in Australia empowers a financial adviser in many ways, which we look into in this short article.

The many benefits of cloud-based solutions

The top wealth management platform in Australia offers financial advisers the following benefits:

  • Wide range of presentation templates
  • Access from any geographical location
  • Access using any digital device
  • Create interactive client presentations in minutes
  • Bank grade cyber-security
  • Real time updates

If you have yet to migrate your business data to the cloud, this should be a priority if you want to enjoy the above benefits. Click here to learn about home remortgaging and how it can benefit your clients.

Value for your clients

You can tailor solutions to meet your clients’ expectations with the following:

  • Accept digital or wet signatures
  • Cash management solutions
  • Capital Gains tax calculator
  • Three choices for tax optimisation; FIFO, Max Gain and Min Gain
  • Personalised ROA generation

Tax optimisation allows you to estimate potential CGT impacts that result from delaying the timing of switching and transactions.

Improved CVP

Managers that use cloud-based wealth generation platforms report an improved CVP (Client Value Proposition), managed portfolios improve transparency, client understanding and save managers time.

You can deliver consistent client outcomes using a cloud-based wealth management platform, enabling you to stay on top of portfolio changes across your client base.

Full support from a team of expert developers

Using a top Australian wealth management platform means you have the full support of a team of experienced developers who are ready to assist you 24/7, They are dedicated to supporting financial advisers to provide interactive portfolios for their clients and nothing is too much trouble.

Portfolio changes automatically implemented

When you make changes to a portfolio, the platform automatically updates, bringing your clients the latest updates. There are more than 150 investment opportunities on a public menu, while a portfolio can be made up from cash, direct securities, ETFs, LICs and managed funds. 

Explore the many powerful features

If you would like to explore the potential that cloud-based wealth management platforms can offer financial advisers, make contact with the top Australian developer and they would be happy to set up a free trial so that you can try the many powerful features that are designed to make your life easier. Using such a platform improves every aspect of your business, with a user-friendly interface that gives you complete control and the ability to quickly create interactive presentations.

Eoin Morgan

Similar Posts