Licensees play a significant role in the value creation for advisers and advice practices. With some licensees garnering up to 15% of adviser's revenues, it is important they continue to give significant value back to their advisers so they can do their job efficiently.
One of the key elements is bringing new technology solutions to advisers so they can more effectively bring in both new clients and engage with their existing clients - whether it be access to WRAP platforms, CRM tools, calculators, marketing technology or client engagement widgets - it is important that licensees continue to invest in this part of the business. With clients and advisers now bombarded with easy to use tools, licensees now need to think of both productivity and design. What is the 'one click' solution that gives time back to my advisers? Is my platform provider up to the avalanche of change confronting wealth management? Is the design engaging and compelling enough for the end client?
We asked advisers how satisfied they were of their current licensee. Here are the results. We'll soon be kicking off the next adviser survey so that advisers can make the best decision when it comes to choosing a licensee, and whether they are getting value for money.
A full list of the following licensees had statistically significant data - this information and more is captured in the premium section of the licensee portal (REGISTER HERE)
Licensees with statistically significant data
| Advice Evolution |
| AMP |
| ANZ |
| Aon Hewitt |
| Apogee |
| Australian Unity |
| Bridges |
| Capstone |
| Charter |
| Clearview |
| Commonwealth |
| Consultum |
| Count |
| Dover |
| Financial Services Partners |
| Financial Wisdom |
| Fitzpatricks |
| Fortnum |
| Futuro |
| FYG Planners |
| Garvan |
| Godfrey Pembroke |
| GPS Wealth |
| Guardian |
| Henderson Matusch |
| Hillross |
| Infocus |
| Interprac |
| JB Were |
| Lifespan |
| Lionsgate |
| Lonsdale |
| Macquarie |
| Matrix |
| Meritum |
| Millennium 3 |
| Morgans |
| NAB |
| Neo |
| Paragem |
| PIS |
| RI Advice |
| Roskow |
| Securitor |
| Sentry |
| Synchron |
| The Advice Exchange |
| VISIS |
| Wealthsure |
| Western Pacific |
| Westpac |
by Angus Woods, MD, Adviser Ratings
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