Exchange traded fund (ETF) specialist AltaVista Research has released an enhanced version of its portfolio building service, allowing financial advisers to build their own ETF model portfolios.
The product developer says the new offering will allow advisers to better take advantage of the opportunities in the booming ETF market.
“We seek to enable and empower advisers who wish to develop client-specific ETF model portfolios in a convenient, consistent and reliable manner,” said an AltaVista Research spokesperson.
“This drives better client outcomes and greater business efficiency. When it takes considerably less than five minutes from login to report, it’s designed to allow advisers to utilise ETFs far more readily.
“Our view is that with better tools, advisers will begin to deliver better outcomes all round.”
As many as 30,000 investors could be impacted as the regulator looks into a growing number of funds, while also ...
As younger Australians express increasingly pessimistic expectations, core behaviours that can be enforced by advisers ...
Educating clients on what their money will get them in terms of advice is key to managing expectations and getting the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin