eXpand

A wrap platform that works how you work

Powered by IOOF’s Evolve platform technology, eXpand has been built from the ground up to allow advisers to build tailored, sophisticated portfolios, while simplifying their day-to-day operations, workflows, and processes. eXpand offers access to a competitive range of active, passive and direct investment options.

We’ve drawn on many years’ experience in the financial advice industry to design a wrap platform that supports advisers as they address the day-to-day challenges of running a practice and offering outstanding service to clients.

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Products available through eXpand

Reasons to choose eXpand

  • Create custom, diversified portfolios with a choice of 400 + managed funds, ASX300 direct shares, ETFs, term deposits and annuities
  • Easy to manage with a regular contribution/deposit plan and automatic re-weighting
  • Select from a comprehensive range of client reports
  • Create custom data sets to support client communication
  • Access business intelligence to inform operational and strategic decisions 
  • As a client’s wealth grows and their needs change, transition their accounts seamlessly from IOOF Essential to eXpand, without tax implications
  • Clients view both IOOF Essential and eXpand accounts in one convenient portal, meaning their online access won’t be disrupted as they move between products
  • Fee aggregation available for up to six accounts
  • Simple and transparent fee structure
  • A choice of some Australia’s leading life insurers; AIA, TAL or Zurich

Find out more about eXpand

 eXpand client website

 Request a call