A good quality investment platform will help ensure your client portfolios are easily understood and that your business runs to a compliant model. This lessens any would-be problems for any incoming adviser, and when the time comes, makes your business a more attractive purchase proposition.
Grow your business’s value and lessen your commercial risk with the Leaders Investment Service and the P3 partnering programme.
The Leaders Investment Service and its supporting package of adviser support, P3, are excellent tools to help you maximise the value of your business.
Leaders is a custodial wrap service which acts as the administrator and custodian of your clients’ investments. Your clients retain beneficial ownership but buying, selling and managing investments is all done on their behalf through the Service.
Leaders offers two options – menuSelect, a menu of up to 80 direct or managed investments and portfolioSelect a range of seven model portfolios. Key components of the Service which help you build value for you and your clients (and also help you mitigate your business risk) are:
Leaders also has an online external asset register module. You can consolidate clients’ non-custodial investments (those external to Leaders) with their Leaders’ custodial investments, showing clients their complete financial position on a single report – which saves you back office reporting time.
P3, TOWER’s partnering programme for advisers, has been developed on the back of requests and feedback from financial planners and advisers. P3 is support tailored specifically to suit your needs. It encompasses a wide range of tools to help you run your business to the best it can be, including:
P3 stands out from the crowd.
Advisers are already discovering how Leaders can benefit their business
“I chose the Leaders Investment Service because of the simplicity of holding client assets under one platform. Leaders offers advisers and clients a professional reporting service, and for investors the protection of a custodial service backed by a leading fund management company. For me, the backing of TOWER and its asset management expertise was the key difference in choosing Leaders over other platforms in the market.
“Leaders gives me up-to-date information on all transactions quickly and efficiently. To date the service to my clients and me has been exceptional, nothing has been too much trouble. More importantly, Leaders offers my clients the opportunity to build an investment portfolio with a well-researched selection of assets.”
And on the future of Leaders? Trevor says: “Leaders must continue to provide superior-performing assets without increasing its asset base greatly. And a close relationship between advisers and the investment committee will ensure we, as advisers, can provide better products and service to our clients.”
To find out more on how the Leaders Investment Service and P3 can help you maximise the value of your business, talk to your TOWER business development manager or contact TOWER on 0800 4 TOWER (0800 486 937) or at investments@nz.towerlimited.com Special Offers © Copyright 1997-2024 Tarawera Publishing Ltd. All Rights Reserved
Trevor Sharman, principal of Mouatt Holdings Limited is very positive about Leaders and its impact on his business.
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