Wealth Management System

Austen Morris Associates’ philosophy for client servicing is simple: to provide a tailored, easy-to-understand service to match your exact needs.

Our service includes:

  • Regular online recommendations, which can be easily accepted, allowing you to capitalize on time sensitive investment opportunities
  • Enhanced features that work to improve your investment returns, while saving you time and effort
  • In-house Investment Team who actively manage your portfolio
  • Free entry to all services for the first 12 months

Service is at the heart of everything we do. We strive to innovate through embracing new technologies and methodologies to constantly improve our service standards.

We use the latest technology to deliver the best solutions in the most effective way possible while never losing sight of the human side of client servicing.

Austen Morris Associates has developed a client servicing system, which is effortless and straightforward to use. Quite simply, this system allows you to receive better information, save time and achieve higher growth.

  • Daily investment valuations
  • Online access to investment information 24 hours a day
  • Direct access to fund fact sheets
  • All assets organized on one system
  • Regular portfolio reviews
  • Customized online portfolio recommendations
  • Snapshot summary of growth of assets under management
  • Automated system for delivering and accepting portfolio recommendations
  • Increased communication with your Consultant
  • Easy to use client interface

Click here to download our PDF User Guide.

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