FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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‘Grandfathering’ of terms for existing clients
Equivalent to AUS$25m
1,400 reviews of adviser technology
Speaking at PA360 North
'Adviser platform space competitive'
Growing market
Raised £36m in funding round
'Some reported chunky outflows'
Staff could be 100% more efficient
Aspect 8 retains leading adviser business title