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

   
                     Professionally managed direct equity portfolios
                  
                     Tailored asset allocation and manager selection
                  
                     Assistance with compliance and governance requirements
                  
                     Unrivalled efficiency with paperless applications and administration, automated paperless ROA’s or full MDA capabilities
                  
                     Mobile-friendly client reporting portal
                  
                     Regular white-labelled written and video client communication
                  
                     Transparent HIN based holdings for all clients - including retail super

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.

Module 1

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

Module 2

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

Module 3

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.

WhatWhenType
Introductory videosCommencementAdvisor Collateral
Quarterly Portfolio & Market UpdatesQuarterlyMarking Reports & Updates
MDA Quarterly ReportsQuarterlyPortfolio Reporting
Weekly reportsWeeklyMarking Reports & Updates
Market driven reportsOccasionalMarking Reports & Updates
Model ChangesOccasionalMarking Reports & Updates
BCOE Holdings & NotesCommencement and model changesAdvisor Collateral
Business / Fund in FocusQuarterly (mid qtr)Marking Reports & Updates
Calendar year in reviewAnnuallyMarking Reports & Updates
Financial year in review (BCOE)End of reporting seasonMarking Reports & Updates
Investment Committee MinutesAfter ICCompliance & Governance
Policy DocumentsCommencementCompliance & Governance