Avanteos leads in platform report
Wholesale wrap platform provider Avanteos is claiming a victory after being named a leader in the third annual Investment Trends Platform Report.
The Investment Trends Platform Reports looks at six feature categories of wrap and master trust platforms in the Australian market, with Avanteos ranked number one in three categories.
Commenting on the result, Avanteos chief executive Chris Stevens said it reflected the quality and competitiveness of the Avanteos offer.
“In recent times we have introduced a range of new and enhanced features on our platform, providing users with a robust, feature-rich offering that is efficient and easy to use,” he said.
Stevens signalled that Avanteos had a number of new developments in the pipeline including a total cash management trust solution for clients.
AUTHOR
Mike Taylor
Recommended for you
Financial Services Minister, Stephen Jones, has assured the cost and time to enter the financial advice profession will soon be halved, as shadow treasurer Angus Taylor pledges to reach 30,000 advisers.
The positive results of the latest financial adviser exam have helped the advice profession reach 15,600 yet again, according to Wealth Data analysis.
Financial advice firms have told Adviser Ratings they are planning to increase their compliance spend by almost a third, including on enhancements to their cyber security which ASIC has identified as an enforcement priority.
The digital advice platform is officially launching into the financial advice sector, offering up its services to practices as a means of engaging with the next generation of clients.
