Revolutionising IFA Investment Management
Bellmont partners with IFA’s to provide a comprehensive, cutting edge, low cost investment management solution, leaving advisers more time to focus on their key value proposition of strategy and client relationships.
Our Solution Incorporates
All for less than the price of a traditional platform!
Our comprehensive, modular IFA investment solution can be tailored to fit any business. Choose one module, or all three, whichever makes sense for your business.
Direct Australian Equity Portfolios
Systematic Value - Smart Beta approach providing tax effective, low cost core Australian equities exposure
Classic Value - Buffett style portfolio of high quality, founder led, small and mid cap businesses, perfect for HNW and sophisticated clients
Asset Allocation & Manager Selection
Creation and management of broad investment models, including asset allocation and manager selection, tailored to your preferences for active vs passive, exchange traded vs unlisted etc
Assistance with portfolio governance and compliance, risk monitoring and investment committee representation
Regular white-labelled written and video communication
Execution & Administration
Unrivalled efficiency with paperless applications and administration, automated paperless ROA’s or full MDA capabilities
Transparent HIN based holdings for all clients (including retail super), with bulk trade / rebalancing capabilities and institutional brokerage rates from only $10
Efficient access to unlisted managed funds, with same day settlement from client CMA accounts
Modern, mobile-friendly client administration and reporting portal covering both listed and unlisted assets
Comprehensive Reporting Suite
Bellmont provides a full suite of reporting to fulfil your firm’s every need. From videos, independently produced performance reports, market commentary, advisor collateral and compliance and governance, we’ve got you covered.
|Introductory videos||Commencement||Advisor Collateral|
|Quarterly Portfolio & Market Updates||Quarterly||Marking Reports & Updates|
|MDA Quarterly Reports||Quarterly||Portfolio Reporting|
|Weekly reports||Weekly||Marking Reports & Updates|
|Market driven reports||Occasional||Marking Reports & Updates|
|Model Changes||Occasional||Marking Reports & Updates|
|BCOE Holdings & Notes||Commencement and model changes||Advisor Collateral|
|Business / Fund in Focus||Quarterly (mid qtr)||Marking Reports & Updates|
|Calendar year in review||Annually||Marking Reports & Updates|
|Financial year in review (BCOE)||End of reporting season||Marking Reports & Updates|
|Investment Committee Minutes||After IC||Compliance & Governance|
|Policy Documents||Commencement||Compliance & Governance|