Betashares Adviser Services | Advisers and Instituions

Overview

 

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:

 

analytics

Portfolio Analytics

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

advice

Fund descriptions for SOAs

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

presentations

Presentations to clients

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