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
Join the Allan Gray Behavioural Coaching Programme.
Allan Gray Adviser Services is proud to introduce our bespoke 12-month Behavioural Coaching Programme – the first of its kind in the industry.
This Programme will equip you with the skills needed to improve the investment outcomes of an evolving client, and the business techniques to position your business for long-term success in a shifting industry.
- The ability to develop value-driven relationships with clients
- A deep understanding of investor behaviour
- Greater share of client wallet
The Programme starts in June 2018 and workshops will take place every two months at five regional venues. Please download our e-brochure for detailed information.
Should you be interested in applying for the Programme, please download the application form and send it to the Allan Gray Adviser Services team at firstname.lastname@example.org