I'm an investment adviser
You will benefit from two crucial advantages as an investment adviser with Openwork.
Firstly, you'll have a clear and thorough process to follow with clients. This will help you clarify exactly what they need from their investments and identify a solution that matches their requirements - from day one and ongoing.
Secondly, you'll gain access to a meticulously-researched and managed range of investments to meet your clients' varying needs. These include a range of funds offered exclusively to us by our sister company, Omnis Investments. The Omnis funds are also available in three risk-rated portfolios. What's more, the portfolios rebalance back to their original asset allocation on a twice-yearly basis so that they stay true to the client's risk profile.
You will be able to reassure your clients of our robust oversight, which is a vital component of our investment proposition. The management of their money will be overseen by a group representing Openwork's senior management, as well as external investment professionals. This group strives to select the best fund managers and hold their performance to account to ensure they deliver the outcomes expected of them.
But as well as an exclusive investment proposition, you will also gain access to a range of other benefits that support your advice. These include our state-of-the-art business submission system, access to our technical helplines, online marketing support through Smart Hub, and regular training and development opportunities.