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The next generation managed accounts solution for you and your clients.
The managed accounts solution – a simple fix
- Is increased regulation and compliance stifling your business?
- Is it getting harder to decide on which investments are best for your clients?
- Are your clients demanding more transparency and more investment options?
Then get the professional support you need for your business and improve your client satisfaction.
The Guided Portfolio Service (GPS)
Backed by Bell Financial Group, Bell Potter GPS is the next generation of managed accounts. It’s a scalable portfolio modelling and rebalancing solution that saves you time and lowers your costs.
It expertly guides you to the best investment portfolio outcomes for your clients and supports you with automated tools to easily maintain and rebalance them.
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Why we’re different
PROFESSIONALLY MANAGED MODEL PORTFOLIOS
COMPETITIVE PRICING & CAPPED BROKERAGE
DIRECT OWNERSHIP
MIX AND MATCH MODELS
AUTOMATION & STREAMLINED IMPLEMENTATION
OBJECTIVE-BASED MODELS
DYNAMIC AUTO REBALANCE
EASY TO CUSTOMISE
Better outcomes for you and your clients
- Access to professionally managed portfolios
- Automatically generate ROAs on your letterhead
- Invest in multiple portfolios with consolidated reporting
- Simplicity for your business with streamlined and automated processes
- Scale your business by rebalancing multiple client portfolios simultaneously
- Access to diversified portfolios
- Save money for your clients with lower “total cost of ownership”
- Direct ownership of assets and improved control over rebalances
- Customise outcomes for each client if required
- Access to simple consolidated reporting via a client portal
- Certainty of cost with one total fee
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AssureInvest
Who is AssureInvest?
- An independent specialist investment partner who provide outsourced investment management and consulting services
- Offer a holistic investment approach
What is AssureInvest’s philosophy?
- Actively managed portfolios catering to different risk tolerances
- Disciplined and long-term focus for assessing new value-adding opportunities, preserving capital and generating superior returns
- Based on proven investment theory, empirical evidence and more than two decades of own experience
Model Portfolios – Australian Equities
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Eight models to choose from
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See how we compare
The above information is true as at 17/01/19.
Watch how Bell Potter Guided Portfolio Service works here
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