A number of diverse Wealth Managers have successfully used the Linear platform to deploy their specific service offering to clients. By blending the various functional modules that best suit the business the Wealth Manager can ensure an appropriate implementation. In addition the platform can be re-branded to the Wealth Managers own label, potentially including a customised PDS and even the ability to bring their own Responsible Entity to oversee their platform.
Linear has successfully implemented solutions for a number of high profile broking houses in Australia. From upgrading of an inhouse Portfolio Admin System to deploying an end to end platform solution, Linear has the infrastructure in place to manage the demands of direct equity investment. Linear’s web based Portal significantly extends the functionality and access to trade and position information in the form of online tools and customisable reports.
HNW clients come with high expectations on the service and opportunities their private bank can bring to them. Linear provides the capability to deliver multi currency, multi asset solutions that offer much more than a Retail Wrap. Coupled with our speed to market it introduces the flexibility that many large platforms lack to adjust offerings quickly as markets and opportunities change.
Industry Funds have embraced member choice by offering direct asset exposure to Listed Shares and Term Deposits for their Members. Not only has Linear deployed this style of solution, we are extending this capability to solve the challenges of Retirement Income. By utilising the individualisation possible under Linear’s structure, unique member specific retirement cash flows can be delivered.
Can use Linear’s flexible platform to deliver their investment capabilities in multiple formats. Wether as a traditional unitised managed fund, an institutional mandate or as a managed account the Linear platform comes complete with all the infrastructure to implement a multi asset solution. Linear has successfully delivered IM solutions to domestic and international equity managers, direct real estate managers, debt managers and fund of fund allocators.