Expand Essential
Access to professionally constructed portfolios.
Powered by our proprietary technology, Expand Essential is a cost-effective solution that provides true diversification across multiple managers, investment styles and asset classes.
Expand Essential delivers cost-effective portfolio solutions through multi-manager funds. With funds dedicated to a particular asset class, as well diversified strategies for different risk profiles, these solutions present advisers and clients with a flexible, low-cost range of options for targeting outperformance.
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Products available through Expand Essential
Reasons to choose Expand Essential
- 22 professionally constructed portfolios provide diversification across managers, investment styles and asset classes
- 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 Expand Essential to Expand Extra
- Clients view both Expand Essential and Expand Extra accounts in one convenient portal, meaning their online access won't be disrupted as they move between products
- Through standing instruction functionality, efficiently rebalance portfolios, as well as manage deposits and income cash
- Low administration and account keeping fees
- Simple and transparent fee structure
- A choice of some Australia’s leading life insurers; AIA, MLC Life Insurance, TAL or Zurich