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Centrepoint’s Investment Exchange Platform surpasses $1 Billion

01 Sep 2016

From Centrepoint Alliance

Mat Walker

Centrepoint’s partnered platform solution, Investment Exchange, has surpassed $1 billion in Funds Under Administration (FUA), announced Mat Walker, Group Executive for Centrepoint Alliance Investment Solutions.

Mr Walker said, “This is a significant milestone for the Investment Exchange platform and is indicative of the strong support by advisers and their clients for Centrepoint Alliance Investment Solutions, which now has more than $3b in its solutions overall.”

One of a number of ‘world class’ investment platforms partnered by Centrepoint Alliance, Investment Exchange is a platform partnership between Centrepoint Alliance and Colonial First State.

Matt Harrison, General Manager of Distribution for Colonial First State, said he was delighted that Investment Exchange had reached $1b FUA. “CFS has enjoyed strong collaboration with Centrepoint Alliance over many years. Investment Exchange’s growth reflects both this relationship and our commitment to meeting the needs of the independent advice market.” he said.

This milestone follows on from Centrepoint’s recent announcement of its first $100m in its Ventura Managed Account Portfolio Service (vMAPs), which has now reached nearly $200m in FUM.

Mr Walker said, “Centrepoint’s platform solutions are developed through partnered arrangements, which respect and protect the adviser-client relationship.

“We believe the significant growth in Centrepoint Alliance Investment Solutions has been due to the open architecture approach we take to support non-aligned dealers, advisers and their clients.

“We focus on partnering with global administration providers and investment managers who can deliver rich tailored features at a competitive price. We then complement this with training, support, and integration in IT and advice processes. This enables us to deliver additional benefits at lower prices to advice firms who want choice and are seeking to deliver on the ‘best interests’ advice strategies developed for their clients.

“In partnership with Colonial First State we look forward to continuing the evolution of the platform to meet the changing needs of non-aligned dealers, advisers and their clients.”

Tags:Mat Walker

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