Betashares Adviser Services | Advisers and Instituions



At BetaShares we are committed to helping financial advisers grow their businesses and to providing specific and useful information to our institutional investors.

The Centre is designed to supplement the information available on our main website with tailored content that you can use in your practice.

Our Adviser team is able to assist with bespoke services for clients, including:



Portfolio Analytics

Supporting advisers with portfolio analytics to assist in making investment recommendations and support client communications


Fund descriptions for SOAs

We provide sample Fund descriptions for potential use in your Statements of Advice


Presentations to clients

Our panel of experts including Chief Economist David Bassanese and investment specialists can be available for client briefings, presentation and seminars