Quote Be there first.


The Avanteos offer

The Avanteos platform provides a range of market leading services, designed to provide your business with an unparalleled level of flexibility and options.

For institutional clients and dealer groups

  • Control of product—Avanteos' unique wholesale structure means we do not compete against our customers and you retain full control of your product (although we're always there to assist when required)
  • Flexibility in configuration—we offer unparalleled flexibility in configuring the platform to suit your business, including branding, functionality and product features, investment choice, fees and charges and reporting options
  • Input into strategic development—Avanteos facilitates customer development forums to determine the strategic direction of platform features and functionality
  • Expertise—Avanteos provides expert advice across the full spectrum of services we offer, enabling customers to make considered decisions as to their platform requirements

For dealers and advisers

  • The market's broadest range of investment options including managed funds, listed securities and unlisted investments
  • Innovative tax management and tax reporting system
  • Web-based technology providing real-time flow of information
  • Detailed, relevant, user-friendly reporting
  • High-quality administrative support for advisers
  • Full asset portability via investment transfers for IDPS accounts
  • Fully integrated risk insurance solution for superannuation accounts
  • Optional manual registry for assets external to the platform to provide a complete financial picture

Contact us for more information