Market Me
Market Me is a specialist investment product and service provider in the financial services industry and was contracted by Madison Financial Group to source a number of the related business services for Madison advisers. Market Me continues to provide adviser support for the related services described below as well as continually reviewing the market for niche product and service related opportunities for Madison Investment Committees consideration. As a direct support for the businesses identified below, it is suggested that Madison advisers use the contacts within Market Me to gain specific information relating to benefits and efficiencies they can achieve through using the various businesses.
Visit the Market Me website
Australian Money Market
Australian Money Market is an online solution which provides Advisers and Investors 1 central source for investing in Term and Cash Deposits through a single hub. By bringing the product suppliers together and allowing you to see them compared, together on the same screen, we save you the time and effort of visiting each one separately. As a member Money Market you can then invest directly into the product you want, immediately and without leaving the site, needing to manually create new bank accounts (even though you may be moving money between different banks), saving time and allowing you to maximise your interest earnings.
Visit the Money Market website
SMSF's
SMSF Administration Services has been established exclusively to provide a full range of superannuation services to accountants, financial planners, stockbrokers and trustees.
Visit the SMSF website
Separately Managed Accounts (SMA's)
First Prudential Wealth Services (FPWS) was identified as Madison's preferred partner (and APL approved) for the provision of SMA's services. FPWS saw an opportunity in the managed account space to launch a proven sophisticated and fully integrated administration and reporting service for managed accounts in Australia officially launching in December 2008 with a number of existing Investment Managers offering multiple investment profiles. Whilst the FPWS SMA service has been approved by the Madison Investment Committee, advisers need to check each Investment Manager as to their individual approved status.
Visit the FPWS website
Online Legal & SMSF Related Documents
Digital Docs was created as a business entity that leverages off the Cleardocs infrastructure at a discounted price providing access to systems and legal expertise - helping deliver you a competitively priced, online legal documents register including; register a company with ASIC and receive the ACN 24 hours a day, register and create discretionary/family trusts, register and create SMSF Superannuation Funds. The agreement with Cleardocs includes:
- a Co-branded back end for professional advisers to manage the document creation process and
- a White Label front end (being CleardocsPro) for your clients to use.
Having our own white label ensures that control over your end clients is maintained through the white label web site (to be launched soon) which can be a link from your own web site as well as a standalone public web site. Other extended product services will also be offered through the white label site into the future.
(the URL is http://www.cleardocs.com/home.html?referrer=13)