ADVICE-CENTRIC FINANCIAL PLANNING & PRACTICE MANAGEMENT SOLUTIONS
ANIG Wealth Management are the leading diversified financial planning licensee and practice management, and financial planning dealer group offering a wide range of services for financial advisors and advisor groups. Our services are designed to help advisers increase efficiency, manage compliance and scale. ANIG Wealth Management provides integrated platform and back-office support services, compliance administration and wealth management framework that can be tailored to your unique circumstances.
We offer to our partners integrated software services providing advisers and clients with simplicity, connectivity and transparency at a controlled cost.
ANIG WM Licensing Packages Starts at $12,000 pa + GST Paid Monthly to $31,500 pa + GST Paid Monthly. Talk to our team about add ons and create your own package.
QUALITY ADVICE & AUTOMATION
- Tasks automation to reduce administrative burden & focus more on caring for clients.
- Automated Fact Finds to save time.
- Automated advice modelling, integrated research tools and compliance solutions to deliver quality advice.
GET THE MOST FROM OUR DIVERSIFIED LICENSEE & OPEN API INTEGRATED SOLUTIONS
Authorised Representatives
– Flexible Plans and Pricing
– Flat Fee Options
– Advisers can opt for 100% of all fees and commissions earned
– Tailored agreements to suit you and your business
– Comprehensive Back office and compliance support
– Revenue management feature to efficiently track and monitor payments
– Flexible Approved Product List – APL
– CRM, automated Fact find and proprietary software
– Real-time Data Feed
– Enable you to grow and run your business
Your Monthly Fee includes:
– Authorised Representative Status
– FY Professional Indemnity Cover
– You Own Your Clients
– Independent Investment Research
– Australia Based Specialist Support Team
– Access to Training and Coaching
– Access to Managed Fund, Share and Insurance
Research
– Access to Researched ETFs, Model Portfolios,
SMAs and MDAs
– Monthly Commission RCTIs
– A range of online CPD providers
– Investment Management Service
– 100% of Commission and Adviser fees available
COMPLIANCE READY
Single-source truth to meet regulatory requirements with integrated revenue and FDS software solutions- addressing your compliance and back-office needs.
INTEGRATION
Real-time data feeds from platforms, funds, superannuation, risk providers, property assets and banks. Adviser dashboard can be customised to meet your needs.
AR Just Starting Out Package?
– $12,000 P.A + GST Paid Monthly
– Single Authorised Representative
– Adviser/AR discounts on simple SoAs and RoAs.
– Talk to our team for add ons and create your own package.
Building Your Practice Package?
– $24,000 P.A + GST Paid Monthly
– One or Multi-Adviser Practice
– Adviser/AR discounts on simple SoAs and RoAs.
– Talk to our team for add ons and create your own package.
Tailor Your Own Package?
Are you an Authorised Representative or are you Corporate Authorised Representative with multiple advisers working under your practice? Work with us to create your own package. All services provided to enable you to grow and maintain your business.
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