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
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
