ShareInvest interfaces with VisiPlan
Adviser demand has led Direct Portfolio Services (DPS), operator and responsible entity for separately managed account ShareInvest, to interface with IWL’s VisiPlan.
The integration between the two systems provides simplicity and efficiency to advisers through a single source of information for reporting purposes.
DPS investment system manager David Henderson said this would open up the product to a larger group of advisers by making it easier for advisers to access and use it.
Lonsdale Financial Group acted as a catalyst for the integration following its decision to select ShareInvest as its preferred separately managed account product.
Lonsdale advisers indicated they wanted a preferred platform to link seamlessly with their desktop to provide real-time reporting.
Recommended for you
Net cash flow on AMP’s platforms saw a substantial jump in the last quarter to $740 million, while its new digital advice offering boosted flows to superannuation and investment.
Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end.
A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer that nothing had ever been invested.
Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions in financial advice.
