We believe that your client Solutions are simply administrative tools that need to be underpinned by strong technology. It's this contrarian thinking that has driven the development of the Allan Gray Superannuation, Investments and Retirement Solutions which has been guided by the following principles:
In addition to a wide range of listed securities, you can choose from a curated range of managed funds that have been selected subject to our investment selection policy framework.
Fair fees means that we don’t play favourites. We firmly believe that everyone should be able to access the same tiered competitive fee levels. Find out more.
A solution that’s designed for both advisers and clients, that enables you to control administration fees and treats all advisers equally, provides you a real alternative.
SERVICE IS ESSENTIAL
We are committed to ensuring that your needs are addressed quickly by our dedicated Australian based servicing team. Our Relationship Managers are also there to provide you support.
Our Solutions can integrate seamlessly with most financial planning software including XPLan, Coin, Midwinter and AdviserLogic plus Accounting software including BGL SF, BGL360 and Class. You can also directly access reports that you can use in your statement and records of advice.
The Allan Gray Superannuation, Investments and Retirement Solutions are built on solid intuitive technology. We are committed to ease and efficiency and delivering you a solution that enables you to spend less time on administrative tasks and more time in front of clients.
With our Solutions, you can access reliable research tools that includes ASX share price data and term deposit comparative rates. You can also use our managed fund research tools to chart, compare and even export data to client reports.
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 preson about how out 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
+ 61 2 8224 8600
8.30am to 5.30pm AEST
+61 2 8224 8601
Allan Gray Australia Level 2, Challis House 4-10 Martin Place Sydney NSW 2000