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In Focus 

11 November 2008
Avanteos leads the way in insurance for platforms

Avanteos has partnered with CommInsure to launch LifeProtect, an innovative insurance solution ... more

21 October 2008
Avanteos launches new managed account solution

Avanteos has launched an online managed account solution to meet the needs of advisers, investment professionals and clients ... more

20 May 2008
Avanteos adds to defensive investments range

Avanteos has added term deposits to its existing range of defensive investments available on the platform ... more

31 March 2008
Avanteos appoints National Sales Manager

Avanteos has promoted Shane Muscat to the newly created role of National Sales Manager ... more

4 March 2008
Avanteos named best overall platform once again
For the second year in a row, Avanteos has been named the best overall full-service wrap platform ... more

14 January 2008
Avanteos adds Generation Sustainability Fund to its platform
Avanteos has added the Generation Wholesale Global Sustainability Fund to its platform ... more

 


 
 

Avanteos–your wealth management & platform solution

Ranked No 1 platformRanked No 1 platformAvanteos is a market leading wrap platform service providing high quality solutions for financial advisers and their clients. Ranked #1 in the industry wide Investment Trends survey for both 2006 and 2007*, we are widely acknowledged as the leader in valuable and easy to use product features for financial advisers, dealer groups and institutions.Financial Review Asset Innovation awards

With more than $6 billion in funds under administration, our services include an investor directed portfolio service (IDPS), ideal for self managed super funds and personal savings. We also provide superannuation and pension services including allocated pensions, transition to retirement pensions and a registered UK pension service.

*2007 Investment Trends Platform Report: Competitive Analysis & Benchmarking. This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. This is not financial advice, it provides general information only and does not take into account any individual objectives, risk profile or circumstances of you or your clients. You should assess whether this information is appropriate for you and your clients before recommending this service to your clients. Avanteos Investments Ltd ABN 20 096 259 979, AFSL 245531, RSE Licence No. L0002691.

Why Avanteos?

Here's just a selection of our leading platform features:

  • The market's broadest range of investment options, including managed funds, listed securities and unlisted investments
  • Innovative tax management and tax reporting systems
  • Web-based technology providing real time flow of information
  • Detailed, relevant and user-friendly reporting

For a detailed overview of our platform offer, take a look at Our Offer.