Product Overview

Find the right solution for your practice. Select what applies to you:

I need

Assets I work with

  • Administration

    Scope & Scope +

    Consolidated portfolio administration and reporting for advisers managing multi-asset client books across any custodian.


    • Administration and reporting of over 4000 non-custody assets
    • CGT and tax modelling
    • CGT and tax parcel tracking per client
    • Integrate bank and broker data with direct data feeds
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  • Investment

    Spectrum

    Ultimate flexibility to blend alternative assets, international and domestic listed assets and complex wealth structures together in one solution.

    • Alternatives without the complexity
    • Custody and non-custody in the one solution
    • Dedicated execution expertise
    • Limited Power of Attorney
    • Multi-currency investing
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  • Investment

    SMA

    A scalable managed account solution for consistent portfolio implementation, governance and client outcomes.

    • 300+ model portfolios from over 80 quality investment managers
    • Blend models, ETFs, managed funds and individual assets for a tailored solution
    • Customise with ESG filters, locks, holds and substitutions
    • Auto rebalancing of portfolios
    • Low minimum investment competitive fees
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  • Retirement

    Super

    Consolidated portfolio administration and reporting for advisers managing multi-asset client books across any custodian.


    • Choose from managed portfolios, ETFs, managed funds and individual assets
    • Transparent reporting for members
    • Accumulation and pension for all life stages
    • Digital experience and customised reporting
    • Low minimum investment competitive fees

*Product alignment is general in nature and does not take into account your specfic client needs. Ensure you speak with your New Business Manager to understand if the product is suitable for you and your clients.

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