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Adviser Support Services

Adviser Support Services

IOOF offers advisers a range of support services:

Outscope: Back Office Support for Financial Advisers

OutScope

OutScope Ltd (OutScope) provides a range of comprehensive, integrated and flexible back office support services to Australian Financial Services licensees and advisers throughout Australia. OutScope is fully owned and operated by the IOOF Group.

OutScope believe that a financial adviser's time is most productively spent doing what they are qualified to do ... provide professional financial advice. Therefore, it can be more efficient and profitable for advisers to outsource the more time-consuming non-core functions, such as compliance and research, to a specialist provider who can access the expert resources required to carry out these functions.

The OutScope suite of service modules can help dealer principals and their advisers focus their time and energy on growing their business, instead of being shackled to the administration of it.

OutScope can provide you with a range of services to help your dealer group grow their business, including:

  • technical advice;
  • professional standards management;
  • software solutions;
  • brokerage administration;
  • paraplanning;
  • research;
  • marketing and communications; and
  • practical tools to help build the efficiency and profitability of your business

OutScope's services can be purchased on a modular basis or as a complete suite.

To find out how we can assist your business with its ongoing needs, email us at info@outscope.com.au or for more information, visit OutScope's website at www.outscope.com.au.

TechConnect

IOOF TechConnect is IOOF's technical support service for financial advisers.

It provides access to qualified staff able to provide technical support to help advisers give advice to their clients. There are also a range of technical tools available to advisers to help them comprehend the different issues impacting their clients and better meet their ongoing needs.

This valuable service allows advisers to spend more time focusing on what they do best ... providing tailored financial advice to their range of clients.

For more information about TechConnect, contact your IOOF Key Account Manager or call Adviser Services on 1800 659 634.

Portfolio Administration

Portfolio Online is IOOF's online portfolio administration system.

It's a convenient, efficient and straightforward way to access a complete range of current and historical details at the account and client level. All you need is an internet connection and your secure log in details, and you can access your clients' IOOF portfolio data 24 hours a day, 7 days a week.

Features include:

  • Portfolio summary - view the value of your clients' IOOF portfolio including complete historical data.
  • Transactions - see your clients' transactions, including investment units and unit prices which are updated each day. You can also view all pending transactions.
  • Performance data - view graphically how your clients' accounts have performed since the account was opened.
  • Reports - Available reports include management reports, dealer level reports such as Funds Under Administration, realised and unrealised capital gains tax reports and up-to-date Centrelink schedules.
  • Account details also include relevant insurance, margin lending, superannuation and pension details, ETP components and information on regular savings and withdrawal plans.

Key Account Managers

IOOF has a national business development network of Key Account Managers whose primary aim is to support advisers in the growth of their business using IOOF investment solutions.

To contact your local Key Account Manager, please call Adviser Services on 1800 659 634.

Education Material

IOOF works with advisers to grow and develop their business by providing a range of practical support tools. From client seminars and educational presentations for dealer groups, to calculators and marketing support material, we have a variety of tools available to support advisers in the growth of their business.

Here's a taste of the business support you can expect from IOOF.

  • IOOF Roadshows: At least once a year, IOOF goes on the road to update advisers and key industry stakeholders on business strategies, product and service developments and issues within the industry and economy as a whole
  • Marketing support material: IOOF has a wealth of flyers and booklets designed to educate and inform about our products and services. These are available from the Investor Education and Resources page.
  • Monthly analysis newsletters: IOOF provides advisers with a monthly e-mail newsletter containing the latest investment commentaries and insights from key personnel within the group, including our asset manager, Perennial.

Why not talk with a Key Account Manager to find out more or call Adviser Services on 1800 659 634.

IOOF - Your Investment Guardians