Want to save up to 12 hours a week on admin and compliance, have more time to foster new client relationships and grow the amount of active clients you service? According to the Investment Trends 2018 Managed Accounts survey, advisers who made the switch to managed accounts reported these benefits. Their only concern? Cost, which is where the Bell Potter Guided Portfolio Service, or GPS, can help.
With the packaging of market and portfolio information, rebalancing clients’ portfolios and reporting done for you, you can start to focus on the things that count. Capped brokerage, a competitive price, activating the dormant part of your client database, and freeing up your time. This is what the GPS gives you, so you can navigate to a future-ready advice business.
Find out more here.www.desktopbroker.com.au/adviser/gps