Investment and superannuation platform Hub24 has announced the addition of specific risk-return-orientated portfolios created by managed account provider Dynamic Asset to its IDPS Choice menu.
The collaboration between the two companies will provide advisers with access to actively managed portfolios focused on targeting specific risk-return outcomes that can be used to match portfolios to client goals.
Dynamic Asset stated the portfolios will provide advisers with a retail solution to the approach taken by many institutional investors and form part of a complete off-the-shelf managed account solution built to enable growth and scalability in their businesses.
“The solution is designed to help advisers provide a highly differentiated and valuable proposition to their clients – increasing the efficiency of service delivery and creating the potential to spend more time with clients, develop new business and lower operational costs,” the managed account provider stated.
Dynamic Asset managing director Matthew Walker said the inclusion is expected to become an important addition to Hub24 and simplify business processes for advisers.
“We are thrilled with the addition of Dynamic Asset portfolios to the Hub24 platform. We share Hub24’s aim to make it easier and more efficient for advisers to provide services that today’s clients demand,” Walker said.
“Furthermore, market demand for Dynamic Asset’s differentiated managed account solution is growing. Being on Australia’s most popular platform means that many more advisers and clients will gain access to a solution that will benefit both clients and advice businesses.”
