Software Strategy
Financial advisers and discretionary fund managers (DFMs) face challenges in managing complex investment landscapes, fragmented tools, and maintaining client relationships in a digital-first era, leading to lost opportunities and reduced satisfaction.
Amplify elevates your advisory business
Amplify is a comprehensive platform designed to empower financial advisers and DFMs by enhancing efficiency, engagement, and value delivery through a single-touch system it simplifies complex processes, boosts productivity, and enhances adviser-client connections.
Insights at your fingertips
Gain sight of your DFM model portfolio information and fact sheets, view various informative graphs, and access the latest underlying fund fact sheets and fund notes. You can also catch up on various articles, videos and webinars.
Analyse and strategise
Portfolio Analysis Tool
Empower your advisory practice with our Portfolio Analysis Tool. Seamlessly compare funds, DFM model portfolios, and benchmarks to evaluate performance using comprehensive historical data. Generate professional charts, including cumulative returns, rolling returns, and trailing returns, to visualize key trends and insights. Create and print client-ready reports that showcase your analysis with clarity and precision. Deliver smarter investment decisions and enhance client trust with ease.
Analyse and strategise
Portfolio Analysis Tool
Empower your advisory practice with our Portfolio Analysis Tool. Seamlessly compare funds, DFM model portfolios, and benchmarks to evaluate performance using comprehensive historical data. Generate professional charts, including cumulative returns, rolling returns, and trailing returns, to visualize key trends and insights. Create and print client-ready reports that showcase your analysis with clarity and precision. Deliver smarter investment decisions and enhance client trust with ease.
Peace of mind for clients
Retirement Income Tool
Aspirations to reality
Wealth Creation Tool
Help your clients see possiblities for their financial wellbeing with the Wealth Creation Tool. This goal-based simulation estimates how much wealth they can accumulate by a specified age, based on their savings, investments, and financial strategy. Provide personalized insights and actionable plans to keep clients on track toward achieving their financial milestones with confidence.
Aspirations to reality
Wealth Creation Tool
Help your clients see possiblities for their financial wellbeing with the Wealth Creation Tool. This goal-based simulation estimates how much wealth they can accumulate by a specified age, based on their savings, investments, and financial strategy. Provide personalized insights and actionable plans to keep clients on track toward achieving their financial milestones with confidence.
Value to Financial Advisers
- Enhanced Portfolio Management: Tools for data-driven strategies, including analysis and simulations.
- Client Engagement: Client-centric tools for mandate management and personalized content delivery.
- Comprehensive Insights: Access to DFM-published literature and market insights.
- Dynamic Visualizations: Advanced tools for performance comparisons and client-ready reports.
Value to DFMs
Key features include:
- Real-Time Insights
Portfolio Analysis Tool: Seamlessly compare funds, DFM model portfolios, and benchmarks with comprehensive historical data. Generate professional charts (cumulative returns, rolling returns, trailing returns) and client-ready reports to drive smarter investment decisions and enhance client trust.
- Holistic Planning
Retirement Income Tool: Simulate how long savings will last based on initial investments, withdrawal amounts, and retirement age. Generate detailed, client-friendly proposals with clear, actionable insights.
Wealth Creation Tool: Offer goal-based simulations to estimate wealth accumulation, providing personalized insights to keep clients on track toward their financial milestones.
- Centralized Communication Hub – Share model portfolio information, fact sheets, and fund documentation in a single location. Provide advisers access to your articles, videos, and webinars through a branded content library.
- Streamlined Client Mandate Management – Simplify processes with digital onboarding, e-signatures, branded documentation, and integrated compliance tools.
- Customizable Reporting – Deliver complete transparency through tailored dashboards for your team and clients.
Our packages
Basic
- DFM Literature Content and Resources
- Total Firm AUM View
- Total Adviser AUM
- Total Regional AUM
- Advice Firm Literature Content and Resources
- Amplify Standard Branding
Plus
- All Basic features included
- Model Portfolio View
- Portfolio Analysis Tool
- Client Discretionary Fund Mandate Management
- Client Content and Communication Management
Pro
- All Basic and Plus features included
- Wealth Creation Tool
- Retirement Income Tool
- LISP/Platform Integration
- DFM Branding
Premium
- All Basic, Plus and Pro features included
- Co-Branding
- White Label Branding