For more than four decades, we have enabled advisers and clients across Australia to invest to grow their savings and plan for their future.
Our focus on innovation and ongoing investment to deliver seamless digital solutions for advisers and clients has enabled us to become one of Australia’s leading wrap platforms with more than $A150 billion of funds on platform today.
Our cloud-based platform, partnerships with industry-leading technology companies, and continual investment is delivering a more integrated and intuitive experience for advisers and clients. Building on the productivity enhancing features added to Adviser Online this year including the tailored client Report Builder, we are excited to deliver even more improvements across technology, digitisation and security in 2025.
Our wealth management offering is key to our strategy and a media report this week calling into question our commitment is incorrect.