Practice & AFSL Solutions
WEALTH SOLUTIONS
Pearl offers a suite of tools and services to assist with back-office efficiency, compliance and transition to a future-proof wealth management firm.
Adviser Central
A fully-outsourced suite of technology, human teams and workflows integrated into your everyday Office tools, which can completely replace the need for your own paraplanning, research and client services team.
Pearl Wealth Portal
A centralised practice portal where advisers can access a wide range of reporting and research to support the Pearl Investment Suite offering, as well as live updates and commentary that can be useful in providing regular updates and communication with clientele.
SOA Presentation Tool
Pearl provides an array of collateral and SOA section templates to assist advice firms with articulating and communicating the Pearl Investment Suite effectively and compliantly, while resonating with the value proposition.
Transition Management Service
We can assist advice firms navigate and execute a transition across to managed accounts and provide the necessary process and compliance templates to minimise operational disruption.
Insights
Pearl’s latest thinking on investing, wealth creation and industry news.
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