Alpha Fund Managers believe in the role of manager and style diversification which, when properly done, will provide consistently superior returns to investors over full investment cycles, without the need for additional risk.
Through the use of active management strategies, Alpha Fund Managers seek to construct nimble portfolios that can moderate the volatility of the market, helping investors stay the course and benefit from the long-term gains of the market.
Platformplus exceeds standard CRM software with account management, portfolio summaries, a unique Product Disclosure Statement library, straight-through-processing for client investments, digital signature technology and a comprehensive client portal where clients can complete FDS and opt-in online – all cutting down on time and paperwork for busy financial advisers.
The software provides real-time monitoring of the financial advice process, a significant benefit in terms of active risk management.
Our I.T. team are constantly updating the system, ensuring you are on the cutting edge of market trends and tech innovations.