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We firmly believe that for the same investment amounts, everyone should be able to access the same competitive fee levels. There are no negotiated fee deals and everyone gets the best fee rate card at all times.
fine print
Flashy headline rates are often based on large balances and subject to the fine print. We believe our broad offering is competitive at all levels of investment.
Account Portfolios
With our Solutions, you can create your own private-label managed account model portfolio, subject to meeting eligibility requirements. And then there is also a very competitive fee structure which we believe you will want to know more about.
technology
Our solutions are powered by Iress’ global team of over 2000 people, so you can rely on our platform’s leading edge technology which includes intuitive STP transactional capabilities and seamless integration with your software.
count on
Service, together with access to training, is just as important as the administrative platform itself. Rated number two in 2021 in the Wealth Insights Service Level report for ‘BDM Support’ and ‘Ability to Add Value’, you can depend on our team to deliver.
