Why choose Wealthtrac?
Wealthtrac is a revolutionary system that provides you with a unique opportunity to share in the value of the brand you recommend for your clients.
Wealthtrac enables you to enjoy the benefits of free software and superior customer service, which in turn, provides a more efficient way for you to service your clients.
Wealthtrac has three main objectives
To develop and distribute a comprehensive, high quality and competitive range of financial products.
To provide ownership in Wealthtrac so that you can capitalise the value of your funds under advice.
To maximise the capital value of Wealthtrac by building a critical mass of funds under management.
A competitive and flexible range of products
Wealthtrac offers your clients access to a carefully selected range of investment, superannuation and retirement solutions catering to investors who have differing needs:
The Wealthtrac Superannuation and Rollover Division
The Wealthtrac Allocated Pension Division
The Wealthtrac Term Allocated Pension Division
The Wealthtrac Personal Superannuation Plan
The Wealthtrac Employer Superannuation Plan
The Wealthtrac Employee Superannuation Plan
The Wealthtrac Portfolio Service
A carefully selected range of investment choices
You will be able to provide your clients with a broad range of investment options from Australia's leading investment managers.
Quality administration
Your involvement with Wealthtrac ensures that all administration issues are handled by Wealthtrac Client Services – a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Wealthtrac Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.
MoneyOne Office - FREE Adviser software
MoneyOne Office features a comprehensive set of practice management tools including: an initial client fact finder; risk profiler; batch reporting facility; SOA generator; and subsequent review. MoneyOne Office extends workflow efficiencies from the initial client meeting, through to the lodging of business into Wealthtrac products and the client review process.
MoneyOne Office is available FREE to Advisers using the Wealthtrac platform.
If you would like to have access to MoneyOne, please contact Wealthtrac Client Services on 1300 552 477.
Major benefits to Wealthtrac Dealers
Dealer ownership of products means you have a say in future product development
Brand ownership builds capital value
Wealthtrac pricing competes with all other platforms
Superior service quality means greater client satisfaction
Share in the brand value of the products you recommend to clients
Use Wealthtrac as your platform provider and you have the opportunity to share in the value of the brand you recommend to clients. Wealthtrac products have a dealer margin built into the administration fee. All of this is paid directly to each dealer using Wealthtrac products until the point where Wealthtrac is sold or listed. At this point a portion of the dealer's margin will be retained by Wealthtrac and capitalised into shares, through a listing or trade sale process. With this structure, dealers have complete control over their margin and are provided with additional cash flow prior to the sale of Wealthtrac.
To hear more about how Wealthtrac can benefit you and your clients, please contact Matt Johnson, Head of Distribution on (02) 9006 1290.
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