Managed Account Platform
Our Managed Account technology automates the management of tailored portfolios and
Set Investment Strategies
Set tailored investment strategies for each of your clients, based on your investment philosophies and their specific objectives and circumstances.
Allocate to Assets
Allocate clients’ capital to assets based on their tailored investment strategy. Allocate across asset types and classes.
Recommend asset purchase, sale and corporate actions. Automatically calculate parameters for placements, amendments and cancellations of limit, market-to-limit and conditional orders. Take into account cost averaging strategies.
Produce Record of Advice
Automatically produce and distribute a record of advice compliant with your license requirements that include your recommendations and compliance information such as advice fees, transaction fees and cost ratios.
Get Client Authority
Under advisory client arrangement, automatically send approval request for record of advice and transactions. Keep an audit trail of all communication and approvals.
Produce reports about your clients’ recommendations, holdings, asset transactions, cash transactions, and capital gain tax liabilities.
Place, amend and cancel orders automatically when your execution provider is integrated with Investum. Reduce your order management workload.
Listed and Unlisted Assets
Include any asset types and classes in your portfolios. Include clients’ existing assets in your recommendations.
Your client’s holdings information and transactions are automatically updated from banks, ASX brokers, bonds provider and managed funds.
Include your brand identity to your portal, record of advice and client communications.