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.
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.
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.
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.
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.
As your investment partner, we're focused on helping you help your clients every step of the way.
If you have any questions or you'd like to chat to us in person about how our contrarian approach can boost your business, please call one of our Relationship Managers.
Our client services team is also available to help you and can be contacted on the details below
Allan Gray Australia Level 2, Challis House 4-10 Martin Place Sydney NSW 2000
Level 11, 41 Exhibition Street
Melbourne VIC 3000
+ 61 2 8224 8604
8.30am to 5.30pm AEST