Most self-directed SMSF trustees need and want help with their investment portfolios, but don’t know who they can trust or where they can find help.
OpenInvest connects self-directed investors, including SMSF trustees, with reputable, well-resourced investment managers, through a user-friendly online marketplace.
As well as providing the means for your clients to access, assess, and engage some of Australia’s leading investment management firms, OpenInvest offers a range of other resources to help them understand more about investing, stay informed, and remain in control of their investments.
With a commitment to using plain language, being completely transparent, and having no conflicts of interest, OpenInvest provides self-directed investors with an unmatched level of service – both in terms of the management of their investments and the administration of their accounts – for a simple, clearly-outlined, low fee.
And because OpenInvest is built on Class software, your SMSF client’s portfolio in OpenInvest integrates seamlessly with your Class Super portfolio.