Alexforbes acquires OUTvest

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Alexforbes has acquired 100% of the shares in OUTvest, and we are proud to be a part of this leading South African financial services group.

Prepare to scale your advice practice

What if you could service more clients in less time?

OUTvest has streamlined how Independent Financial Advisors do business, with a powerful white-label investment platform, built from the ground up. Now you can grow your practice, improve the overall client experience, all while reducing costs to both you and your clients.

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Intelligent investment funds that aim to outperform their peers

Using some of the industry’s most trusted partners, we carefully monitor the performance of the funds on our platform against their peers and report on our fund performance to our clients.

Our ONEfee

Our radically low and revolutionary fee model is designed to give your clients more out of their investments.

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The OUTvest Living Annuity

Thanks to low fees and great fund performance, you can now offer your clients the opportunity to get more OUT at retirement with our new Living Annuity product. What's more, if they're one of the first clients to transfer their Living Annuity to OUTvest, they could get up to 90% offshore equity exposure.

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Fund performance to 31 March 2024

Source: Morningstar. Each fund is ranked against relevant peers with performance to the end of March 2024 based on NAV data. Peer group is based on utilising the oldest share class for each fund in the comparison. Past performance is no guarantee of future returns.

“This new human/robo-advice hybrid model is a gamechanger for financial advisors. Traditionally, so much time and money is spent on administration – from onboarding to ongoing advice. The tools available from OUTvest can completely streamline an advisor business. There’s going to be lot less paperwork, if any at all!”

Your business growth starts now

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