To help you meet the challenges of managing an advisory practice in a constantly evolving environment, we have established specialised support structures and services. These include online tools, objectively researched third-party service providers, and a bespoke Practice Development Initiative.
Once you have received your Allan Gray adviser code, you will be able to monitor and manage your clients’ investments and access our range of adviser support tools, via your secure account.
||Plan and analyse various investment scenarios for your clients.
||Do in-depth fund analysis; compare funds and view performance, fund distributions and allocations, across domestic and offshore funds registered with the FSCA.
||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 your client’s investment information and performance figures to assist you when discussing their investments with them.
||Generate prepopulated forms.
||If your client mandate allows, you will be able to submit transactions for your clients.
Submit instructions on behalf of your clients with digital authorisation.
View and track the status of business submitted.
||View your assets under management.
Generate detailed client statements and client tax certificates.
Track your clients’ investment performance.
||Group your clients according to client and account types and manage each group according to its specific needs. Generate adviser fee statements.
||Access specifically selected service providers through Allan Gray Adviser Services.
If you wish to transfer more than 20 clients to Allan Gray, our ‘bulk transfer’ service offers a convenient and uncomplicated way in which to do this. We will assist you with every aspect of the bulk transfer, making the entire process from start to finish more manageable.
Allan Gray adviser services
Adviser Services provides a meticulously researched and objective list of independent third-party service providers 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 offers a 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 investment outcomes for your clients and business techniques to position yourself for long-term success in a shifting industry.
The programme includes:
- Learning how to develop value-driven relationships with clients
- Learning more about investor behaviour
- Greater share of client wallet
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