"We found that there has been an increase in the take up of direct equities from our clients. We attribute this trend to the growing SMSF market," BT Wrap national distribution manager Jackie Boylan said.
Using the new portfolio tools, advisers will be able to tailor a blended portfolio made up of cash, managed funds and equities.
"The new model tools will drive efficiencies in the four areas that take up 67 per cent of an adviser's time, including tasks such as compliance, plan implementation and ongoing client reviews," Boylan said.
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