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Why Choose Matrix?

 

Why Choose Matrix?

  • Non – institutional ownership
  • All principals are practicing advisers
  • Experienced management team

Agreements

  • Adviser friendly agreement – you own the client and your business
  • Referral and joint venture agreements available

Research

  • Dedicated independent research committee consisting of  three advisers, key staff and external consultant
  • Monthly research updates provided to you via a Pod Cast and an interactive Teleconference
  • Badged products available through Oasis and BT Wrap
  • APL - ability to give advice in direct equities
  • Assistance in portfolio construction

Practice Management Support

  • Excellent practice management / Business development and succession planning support (Adviser income is twice the industry average)
  • Help with transition to Strategic Advice model and assistance in migrating to a fee for service model
  • A free practice management tool available
  • Help advisers develop a value proposition offering and pricing model s for your clients
  • Experienced team to help your transition to Matrix
  • Exclusive software available to help manage client’s budgets that generate monthly cash flow reports for your clients

Marketing

  • Professionally designed and customised quarterly Client newsletter (in hard and soft copy)
  • Marketing support available in-house including PR assistance and Graphic Design services

Compliance

  • Group PI insurance resulting in lower PI costs
  • User friendly compliance documents including professionally printed FSG and FNA documents available
  • A range of software providers available – Coded templates on X- Plan, COIN & Moneyone Office

Training

  • A variety of annual conferences and PD events organised , catering for business owners, advisers and support staff with an emphasis on sharing ideas with your peers.
  • Online training through Kaplan

Brokerage

  • Generous tiered brokerage rates
  • Generous software subsidy available
  • Brokerage payable twice monthly



 

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