Amity Wealth offers a comprehensive, integrated business and investment solution to professional investment advisors and their clients, which include the following features and services to exclusive partners:

• A professional practice management model designed to optimise business     efficiency, profitability and growing your most valuable asset.

•  A sound investment planning process that also conforms to legal requirements     (compliance).

•  A well-researched investment philosophy based on proven, timeless principles.

• A unique, fully integrated investment planning and administration software     system.

•  Unique multi-managed investment solutions aimed at optimising risk and return.

•  A fully integrated compliance offering that instils trust.

•  Personalised, individually branded regular client communication and education.

•  Personalised, individually branded quarterly investment feedback to clients.

• Personalised, fully integrated annual financial planning review process and     investment recommendations.

•  A continuous education programme aligned with required CPD accreditation.

•  Legal support in the event of FSB audits and FAIS ombud investigations.

•  Collective negotiation power with strategic product and service providers.

•  Partnership.