SharePlanner

SharePlanner Updates clients portfolio's live and generates an SOA with recommendations effortlessly

Over the past 10 years clients of financial advisers have become more educated and more understanding of the inadequacies related to managed funds. To satisfy the investment objectives of these clients it has been necessary for advisers to begin to offer investments such as direct equities as part of a client's investment portfolio.

Many advisers have satisfied this objective by referring the clients’ needs to a friendly stockbroker who then provides the research and recommended portfolio and transactional capabilities to the adviser and client. Other advisers have sought to use wrap accounts or other wholesale trading facilities to offer this service. 

The increase in demand for this type of service has led to the development of a Web-based share analysis and recommendation program called shareplanner which enables an adviser who is appropriately licensed and qualified to enter a client’ profile, existing portfolio and generate an SOA including recommendations for changes to the portfolio. 

SharePlanner.com.au utilises high-quality research and is fee-based including an annual site fee plus a portfolio fee. 

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