Differentiate your product offering
Bespoke and engaging customer journeys customised to your needs
Enhance your advisor efficiency
Various AUM split options available including reduced allocation for funds
Protect your clients’ assets
Provide the level of security clients deserve with USSIPC insurance of up toUSD$500K per account
Engage with your clients more efficiently
Preferential custodian rates are passed directly to the clients without any mark-up
One-stop shop asset library
Instantly download client-ready marketing collateral and research
Hierarchical and superuser access
Manage your team's performance anytime, anywhere
Portfolio performance and underlying funds
Monitor the performance of your clients' portfolios on the go
What is a robo-advisor?
A robo-advisor is a digital platform that can pre-select portfolios which emphasise low transaction costs for clients and efficient trading.
Who manages the client?
Financial advisors will manage their clients in the normal fashion. They can even select their own funds.
What are the benefits of CONNECT for FA firms?
The new emphasis in wealth management is efficiency and it is important to offer clients a fairly-priced, flexible investment alternative. We offer a white label solution for the platform which will help to boost the brand awareness of your FA firm.
Is there a lock in period for clients?
There is no lock in period which benefits clients in terms of flexibility and access to capital.
How are advisors paid?
Advisory firms receive portion of the AUM-based fees charged to clients and likewise are remunerated for fund choices should they wish.
What custodian do you use?
CONNECT provides you access to two custodians we work with or we can work with your custodian.
Let us show you how CONNECT can make a difference in your advisory business
Book your free demonstration today