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:

1. Why there’s no silver bullet with platforms because every client situation is different
2. The importance of transparency
3. When they use SMA’s
4. 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
5. 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