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 digital managed portfolio solution, either via a White Label or our OpenWealth service, 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.
“At Hamilton Wealth Partners we like to think long term, which for us means also thinking about our clients’ children and grandchildren. It’s about more than just managing an investment portfolio today – we want to help our clients ensure that their hard-earned wealth is protected as it passes down to subsequent generations. OpenWealth allows us to communicate important lessons to the next generation now, helping them to understand the right way to think about long-term, sensible investing. And that means properly diversified investment portfolios, not trading.”
- Will Hamilton, Managing Partner, Hamilton Wealth Partners
“There’s a substantial cohort of Australians who would like to invest for the long term, with help from professionals, but who need an easier and lower-cost way to get started.The next generation of investors expects to be able to do everything online, anyway, so a digital solution is the logical way for the industry to reach and serve these clients. OpenWealth gives us the means to reach many more clients, delivering our intellectual property at scale, in an informative and engaging way.”
- Thomas Schoenmaker , Founder, Wentworth Securities
“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
How and why Collins House went online to distribute their intellectual property at scale, with no additional impost on their resources.Read Case Study