The platform

shareplanner creates a fully compliant direct shares portfolio and Statement of Advice (SoA) for financial adviser’s clients according to their risk profile and ethical and personal considerations. The platform is based on independent equity research (bottom up) and driven by the equities strategy of the Investment Committee (top down). The seed data is sourced from Aspect Huntley (Morningstar), a recognised Australian leader in the production and delivery of independent equity research and is reviewed by KPM’s highly regarded Investment Committee. However, the platform architecture is agnostic and can facilitate any source data.

Client’s portfolios can be reviewed, created, adjusted and updated at any time or interval determined by the adviser. The platform is customisable and dynamic and provides consistent and compliant advice to all clients in any (and every) office anywhere in Australia simultaneously.

This system allows financial advisers to offer a new range of services, efficiently, effectively, consistently and compliantly.

History

KPM Pty Ltd (KPM) is a Tasmanian company that owns and holds exclusive Australian licensing rights for a tailored direct shares portfolio service, shareplanner.

The platform was created to complete a gap in the wealth creation and management services offered by financial advisers. Historically, advice, execution and research on direct shares were the domain of stockbrokers. Stockbrokers, however, are transaction driven and generally have a short term focus. Financial advisers, on the other hand, have a much longer horizon and a more holistic client focus, which encompasses the wealth creation and management demands of their clients. They generally tend to prefer managed funds in preference to direct shares. shareplanner fills the gap between the demands of the client (in relation to direct shares) and the capacity of the adviser to provide a total wealth management solution, which includes direct shares.

Tailored (and model)

Tailored portfolios – the output of shareplanner – are not model portfolios. Each portfolio is designed to match the client’s risk profile and specific preferences, which may include ethical considerations. However, the parameters can be set to create model portfolios for groups of clients.

The suite – complete package

While shareplanner is a complete solution for creating and managing portfolios of direct shares, it can be integrated with other management and transaction tools to provide a seamless solution from portfolio creation, execution, management and through to client administration.