Funds under advice (FUA) increased by 81% in the year to end December 2021
50% of the fastest growing platforms are managed accounts or offer model portfolios.
The average adviser uses six different investment platforms
Rainmaker assesses the Australian platform and managed accounts market, investigating the platforms that are being used by financial advisers as well as analysing the capital flows across these administration tools.
As part of the platforms market, Rainmaker assesses wraps, portfolio services, separately managed accounts (SMAs), managed discretionary accounts (MDAs), Investor Directed Portfolio Services (IDPS), master trusts, Exchange Traded Products (ETPs) and more.
Rainmaker's research identifies changes and trends in the platform market and their impacts on financial advisers, AFSLs, superannuation funds and investment managers.
Identify platform usage among advisers, funds under management in managed accounts, ETPs, master trusts and more, plus, explore the account, product and contact level details of platform providers.
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The Wholesale Advantage Report has provided key platform insights since 2002. The report explores market share amongst advisers, asset consultants and investment managers as well as funds under advice across platforms. The report is complemented by the Financial Adviser Report.
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Platform insights can be provided directly to you through Rainmaker's data solutions. Investment managers can access platform sales reports by flows and FUA across practices, AFSLs, adviser groups, asset classes and more.
LEARN MOREContact our Business Development team to arrange a demonstration of our suite of database, reporting and search capabilities about platforms and managed accounts.
Rainmaker provides research about financial advice including dealer groups, platforms, license information, adviser distribution and more.
Rainmaker provides investment management research about performance, risk, asset allocation, mandates, market share and more.
