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Go further with a versatile platform that adapts to suit you
IOOF Pursuit is purpose-built to give you the freedom and flexibility you need to make the delivery of advice simpler and more efficient. By providing true choice and smart functionality together with a commitment to personal service, IOOF Pursuit has everything you need to manage your clients' portfolios simply and easily.
Products available within IOOF Pursuit
The wide range of investment options on IOOF Pursuit Select allows you to build customised portfolios that suit your clients’ individual goals. You and your clients can choose from:
IOOF Pursuit makes it easier for you to put the right insurance cover in place for different clients by giving you access to:
The fee structure of IOOF Pursuit can help you lower overall costs for clients in a number of ways:
Portfolio Online is IOOF Pursuit's secure, online client management site.
With the convenience of transacting on all investments in one place, simultaneous buy/sells, straight-through-processing and built-in validations, Portfolio Online makes it easy for you to administer your clients' IOOF Pursuit accounts quickly and efficiently.