Adviser information

In a competitive market, advisers are looking for more value from the platforms they choose to partner with and recommend to their clients. Federation has been purpose-built to offer this increased value with a differentiated benefit not typically found on other platforms.

Federation provides benefits to clients through shared ownership of the platform’s promoter and distributor, Federation Alliance, providing an attractive option for you and your clients.

As technology delivers further efficiencies and cost savings in this competitive part of the market, Federation Alliance’s equity participation option provides an effective way to pass future benefits to clients and meet your client obligations under the ‘best interest’ regulations.

Key benefits of the platform

  • A unique equity-sharing opportunity for investors to participate financially in Federation Alliance and its future strategy.
  • A platform solution that supports and enhances your value proposition in response to the changing regulatory environment and evolving client needs.
  • Greater flexibility in portfolio construction by accessing a broader choice of investments, which may include managed funds, ASX listed securities, international listed securities, model portfolios (separately managed accounts), exchange traded funds, term deposits, fixed interest and cash.
  • Drives increased productivity and efficiency in your business, giving you more time to focus on higher value activity.
  • Reduces the compliance burden by delivering innovative advice, administration and execution solutions.
  • Comprehensive real time online tax and valuation reporting that also reduces annual accounting costs.
  • An experienced transition team offers hands-on assistance and staff training.

Anita PerrottetAdviser information