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Insignia adds investment options to its platform

Oksana Patron15 December 2023
Digital financial advice

Insignia Financial has made new enhancements to Expand Essential, its super, pension and investments wrap platform, which will include the addition of multi-manager options MLC MultiActive High Growth and MLC MultiActive Geared with focus on generating above inflation outcomes for long-term investors.

The group said that both options would form part of the MLC MultiActive range of funds, formerly known as IOOF MultiMix, and would aim to provide more choice for advisers and their clients.

The Expand Essential platform consists of 22 investment options managed by the MLC Asset Management (MLC AM) team, part of the Insignia Financial Group.

In March 2023, the MLC Real Return and Index Plus funds were added to the Expand Essential menu.

Also, Insignia has announced that some further enhancements to the Expand Essential menu are expected in April, 2024, and would include a full suite of separately managed accounts (SMAs), managed by MLC AM, with both value and premium options.

Other recent enhancements delivered to benefit advisers include:

  • A workflow tracker displaying the live status of any work items uploaded via the document uploader;
  • An adviser dashboard summarising important upcoming activities and enhanced on-screen notifications;
  • Improved trading capability with real time tax estimates and new draft order functionality which can be utilised in conjunction with enhanced permissions, providing advisers greater control of their workflow


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