How XY Advisers are using platforms in their businesses


How XY Advisers are using platforms in their businesses
Rob Warry (Director & Financial Adviser at Goal Financial Services) and Nathan Fradley (Director & Financial Adviser at Lime Financial Planning) joined the inner circle to share their experiences using investment platforms.
This session really sprung from this post (check it out HERE), Peter Tribolet shared on the XY platform recently asking which platforms advisers are using and why?
Rob and Nathan went (quite) deep on the following topics:
- Why there’s no silver bullet with platforms because every client situation is different
- The importance of transparency
- When they use SMA’s
- How they leverage technology with platforms to streamline the investment process, which requires less work from them, meaning they can reduce their fees to the client
- Using platforms to generate digital ROA’s and manage FDS ongoing service obligations
The platforms Rob and Nathan use and discussed are:
- Praemium
- Netwealth
- Asgard
- Vanguard
Resources/Downloads:
Connect with Rob Warry in the XY Platform HERE
Check out Rob Warry’s LinkedIn Profile HERE
Connect with Nathan Fradley in the XY Platform HERE
Check out Nathan Fradley’s LinkedIn Profile HERE
Platform comparison (shared by Nathan) – HERE
06/05/2021 ago
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Category:
Technology
How XY Advisers are using platforms in their businesses
Rob Warry (Director & Financial Adviser at Goal Financial Services) and Nathan Fradley (Director & Financial Adviser at Lime Financial Planning) joined the inner circle to share their experiences using investment platforms.
This session really sprung from this post (check it out HERE), Peter Tribolet shared on the XY platform recently asking which platforms advisers are using and why?
Rob and Nathan went (quite) deep on the following topics:
- Why there’s no silver bullet with platforms because every client situation is different
- The importance of transparency
- When they use SMA’s
- How they leverage technology with platforms to streamline the investment process, which requires less work from them, meaning they can reduce their fees to the client
- Using platforms to generate digital ROA’s and manage FDS ongoing service obligations
The platforms Rob and Nathan use and discussed are:
- Praemium
- Netwealth
- Asgard
- Vanguard
Resources/Downloads:
Connect with Rob Warry in the XY Platform HERE
Check out Rob Warry’s LinkedIn Profile HERE
Connect with Nathan Fradley in the XY Platform HERE
Check out Nathan Fradley’s LinkedIn Profile HERE
Platform comparison (shared by Nathan) – HERE