White Label Services
At Balance Impact our goal is to make responsible investing as accessible as possible. If you are a financial planner, or a community minded bank, we can help all your clients access smart, responsible investments.
Here’s a quick guide as to how the robo-advice process works for your clients.
Our White Label robo-advice offering allows you to:
- Determine the risk-profile of your clients
- Automatically recommend an investment portfolio to suit your clients needs
- Automatically provide a statement of advice to your client that captures their goals and your advice
- Set-up a cash management account and online trading account with Macquarie Bank
- Conduct trades on behalf of your client to establish their portfolio, manage and rebalance their portfolio
- Provide a client login for online client access to monitor their portfolio performance
- Provide annual tax-returns to your client
Our robo-advice service can be customised:
- Available on your company website
- Branded in your company colours
- To suit your statement of advice
- Construct your own investment portfolios comprised on any products listed on the ASX
If you would like more information about how we can work with your accounting practice, please contact us.