How we support Australian Managed Portfolio Service Providers

Raise the profile of your managed portfolios, reach your target audience and grow your assets

 

A large and growing group of managed portfolio providers trust us to help them meet the growing demands of the industry by providing them with the requisite tools and solutions.

DDO Solutions

DDO Solutions

Our regulatory data and technology solutions ensure you are well equipped to adhere to regulatory obligations ahead of the 5 October 2021 deadline.

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Report Production

Report Production

Our state-of-the art document production platform enables you to automate the production of fully compliant documents, in your brand and style.

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Web Solutions

Web Solutions

Unlock the power of your investment data. Our customisable data feeds and digital solutions allow you to bring your data to life.

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Demonstrate your value

Demonstrate your value

Increase the value of your proposition by producing customised reports and documents for your clients. We can help you present and showcase your data in simple and effective forms that are engaging and easy to understand.

Differentiate your proposition

Differentiate your proposition

Investors and advisers use our research and tools for fund selection. Use the power of our ratings and the reach of our platforms, to enhance your proposition and distinguish yourself from your competitors.

Connect with your clients

Connect with your clients

The deluge of information can be very overwhelming for your clients. We can help separate the noise from the information by providing them access to quality information and research from you.

Get in touch

Contact us to find out how we support our Fund Managers.