Access a Universe of Leveraged Opportunities and Advantages with Banyan Advisers
Banyan offers its advisers a portfolio of services that span far beyond those of a traditional dealer group.
Banyan Advisers has invested heavily in the adoption of technology and efficient advice tools, to allow advisers to spend more time in front of clients, improve business efficiency and assist with maintaining a high level of compliance, while maintaining and growing profitability.
The Banyan
Licensed Adviser Suite
-
As an experienced professional, you have access to provide comprehensive strategic and product advice across a wide range of products and specialist advice areas, including SMSF, Separately Managed Accounts, Securities and Margin Lending (subject to holding the recognised accreditations).
-
Enjoy a broad-based APL, with no restrictions or product pushing, and no alignment to the big banks or institutions when constructing your recommendations.
-
Enjoy comprehensive licensee services and support, including:
• Professional Indemnity Insurance (included in your fees)
• Product accreditation assistance
• Professional Development Program (in-person & online)
• Preferential pricing for external training courses
• Comprehensive revenue management, processing and reporting
-
A 360 Degree Outsourcing & Back Office Solution
• Developed in-house for the exclusive use of Banyan Advisers:
• Outsourced Product Research
• Outsourced Paraplanning & SOA Production
• Advice Implementation Services
• Client Liaison Services
• Software Licenses Subsidised
• Custom, optimised instance of Adviser Software
• Real-time compliance checks
• …and much more
-
The rising tide lifts all boats - Banyan leverages its own in-house resources and the collaborative culture of the network to benefit each and every adviser:
• Banyan Adviser Online Community Access
• Banyan advanced custom adviser software
• Access to preferred pricing for Digital & Social Media Marketing, and Branding services
• Practice Development Strategy & Support
• Business Process and Operational Efficiency support
• Human Capital & Recruitment Support
• Merger, Acquisition & Sale support (inc. Succession Planning)
-
Banyan has access to the Pearl Wealth Solutions suite of Managed Accounts, Pearl Online Platform and a range of other bespoke Pearl investment products.
NOTE: Use of these products and services are completely at the adviser’s discretion, and are not mandated or incentivised in any way. They are designed to help generate exceptional client wealth outcomes, create practice efficiency, and improve practice profitability.
• Pearl Managed Portfolio Service - Award-winning Pearl Managed Portfolios with long-term results, advanced features, ongoing education + support.
• Pearl Online - Efficient, compliant and premium support with Pearl Investment Service, Superannuation Service + SMSF Administration.
• Pearl Investment Suite
Pearl Managed Portfolios
Pearl X (EFT Portfolio)
Pearl Wholesale Funds
Pearl ESVCLP
Pearl SIV & PIV Suite
-
With Banyan, you can maintain a completely autonomous brand and corporate identity, or you choose to join Brightday Advisers.
Whichever you choose, you will receive all of the benefits and support of being licensed with Banyan Advisers.