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A better view and better control for better returns
If you had built up your assets the traditional way, which is by purchasing funds directly from separate product providers, you would know how difficult it is to keep track of and manage your entire portfolio.
You would receive separate statements, valuations and reports from each of the fund houses and distributors with whom you invest, making the task of compiling a consolidated overview of your entire portfolio an arduous and complicated task. You would have to prepare separate cheques for each of the fund managers that you purchase through.
By investing through the iFAST platform, all you need is ONE cheque, no matter how many funds you purchase, and ONE holdings page to view your entire portfolio.
More importantly, the fact that your investments can be consolidated under a single account in a single platform means that your adviser:
- Spends less time on unnecessary paperwork and more time on
formulating the right portfolio for you
- Is able to have an overall picture of your entire assets and
can make recommendations for you on a holistic level
- Can easily initiate fund switches at NO COST* to any of the
other funds on our platform to take advantage of growth opportunities
whenever they arise. Or in the event of adverse market conditions, your
adviser can choose to switch to more stable funds.
Consolidation gives you a better view and better control for better
returns.
*Applicable only to the wrap account and subject to terms and conditions of the wrap account and respective schemes of asset management companies.
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