Your own out-of-the-box Digital Managed Portfolio Solution
- Expand your client footprint to reach and serve new audiences
- Additional recurring revenues, from new audiences
- Serve existing retail clients more efficiently
To help you reach and serve new audiences
OpenInvest has created a cost-effective digital investment solution to allow stockbrokers, advice firms, asset managers and banks to serve the large and growing segment of unadvised Australians, who are seeking investing help but can’t afford the rising cost of traditional personal advice or think they don’t need it, and struggle to do it themselves.
We can underpin your own White Label digital managed portfolio solution, allowing you to serve a new cohort of clients: your model portfolios, your content, in your brand, without the need to revise your AFS licence, or undertake any technology builds.
Shaw & Partners - Shaw SMArt Invest
Your own digital solution enables you to better segment your client base and attract a new generation of clients.
Complete the form below and we’ll be in touch within 48 hours to explain how the solution works and to show a demo.
“Since launching our Collins House Online Investment solution we have attracted a whole new generation of investors. OpenInvest technology is our key weapon in scaling the delivery of our intellectual property, and reaching clients we just couldn't economically serve via personal advice. It's friction free for our investors to sign up, and their feedback is that they love the engagement, especially the Collins House Online app that OpenInvest built.”
- Dominic Alafaci, Managing Director, Collins House Online Investment Services
“We are thrilled with our Shaw SMArt Invest managed portfolio solution. Having a customised investor app has been a game-changer for us. Our investors literally have our brand and portfolio at their fingertips and they love the simplicity and transparency.”
- Ben Morrissey, Lead Investment Manager, Morrissey Group - Shaw and Partners
“Dealing with the OpenInvest team to deploy our Clime Direct Portfolios solution was a breeze. They took care of all the details and guided us through the process step by step. We’re looking forward to continuing our relationship and helping more retail investors on their investment journey.”
- Chris Hansen, Manager - Operations and Distribution, Clime Asset Management
How and why Collins House went online to distribute their intellectual property at scale, with no additional impost on their resources.