An FE fundinfo Company
Welcome Salt Financial
Welcome to your digital Managed Account Welcome Pack. The below collection of documents are designed to help you and your team understand more about our managed account offering and how we can support you ongoing.
If you have any questions or need further support please contact our team. We can provide additional assistance and resources where required.
What's included as a customised client?
- A customised portfolio designed to meet your requirements
- 2 x portfolio construction experts assigned to your account
- Quarterly Investment Committee meetings
- Quarterly market updates and insights
- Access to our thought leaders within the Zenith Research Team
- Professional development sessions for your advisers
- Client friendly resources including flyers & portfolio information sessions
- Zenith Mosaic access
- Zenith’s managed funds, ETF and LICs research
- Chant West super fund research & data
- Zenith’s Portfolio Builder and Analyse tools for fund & portfolio analysis & comparison
- Portfolio dashboards with monthly performance & holdings information
- Tailored and branded client portfolio reports
Resources for you
Checklist
Sample client report
Learn about Mosaic
Explore the Mosaic Onboarding Hub for our investment research platform, Mosaic. (Included)
Learn more
Market News & Insights
Resources for your clients
We're here to support you
Your dedicated BDM
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Your lead consultant
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Your secondary consultant
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For other general enquiries please contact our Client Services team via [email protected]