InvestSMART teams up with RaboDirect

1 March 2017
| By Oksana Patron |
image
image
expand image

Australian provider of automated investment advice to retail clients and self-managed super funds (SMSFs), InvestSMART has partnered with RaboDirect to provide its customers with access to portfolio management and investment research tools.

Under the terms of the agreement, RaboDirect’s clients would also be offered complementary access to InvestSMART’s premium suite of product research services over six months.

According to InvestSMART’s managing director, Ron Hodge, the new partnership would be dedicated to those individuals who wished to take a more active role in the management of their wealth.

“Our partnership with RaboDirect means we can provide comprehensive and timely investment information to bank customers wanting to ensure their portfolios are well diversified, and the tools, systems and services to help them to achieve that goal,” he said.

RaboBank Australia is part of the Dutch Rabobank Group, founded as a cooperative, by farmers for farmers.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND