To help you meet the challenges of managing an independent advisory practice in a constantly evolving environment, we have established specialised support structures and services, including online tools, objectively researched third party service providers, and a bespoke Practice Development Initiative.
Once you have received your Allan Gray IFA code, you will be able to monitor and manage your clients’ investments and access our range of adviser support tools, via your secure account.
|Financial Planning Tool
||The Financial Planning Tool allows you to plan and analyse various investment scenarios for your clients.
|Fund Research Tool
||The Fund Research Tool allows you to do in-depth fund analysis, compare funds and view performance, fund distributions and allocations, across domestic and offshore funds registered with the FSB.
||The Investment Overview allows you to create an easy-to-read, customised pre-investment report for your client. The report includes a summary of your client’s investment, detailed information on their selected unit trusts and product.
||Use the Investment Review to generate a summary of all your client’s investment information and performance figures to assist you when discussing their investments with them.
Allan Gray adviser services
Adviser Services provides a meticulously researched and objective list of independent third-party service providers, each specialising in a service which is needed to run an efficient business, such as practice management, financial planning software, fund research and legal support.
The primary objective of Allan Gray Adviser Services is to help you create a professional and sustainable business, which delivers a more valuable service to your clients. By making efficient use of the various services in this offering you will be able to spend more quality time with your clients, unlock the true value of your practice and ensure its long-term sustainability.
Find out more about the services provided
Practice Development initiative
We have collaborated with financial services consultancy Fundhouse to bring Allan Gray registered financial advisers an exclusive Practice Development Initiative. The Initiative aims to address your specific needs and to facilitate important changes to your business; changes that will align you with your global counterparts and ultimately lead to increased practice value.
Choose the components that best meet your needs:
- Take up one of the limited places in the bespoke 12-month adviser programme,
- Engage with unique tools and quality content, including independent investment reviews, through the online offering
- Access the expertise of an experienced team for targeted attention.
Contact the Allan Gray Adviser Services team on firstname.lastname@example.org to register your interest or to discuss in more detail.