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.

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The OUTvest Fixed OUTcome Endowment

Offer your clients a life investment policy issued by OUTsurance Life. It invests in a fixed deposit with Absa Bank, at a fixed interest rate, for five years with the interest reinvested until the end of the period. The after-tax rate is hard to beat, making it ideal for your high-income clients who are looking for a tax-efficient investment that protects their capital and simplifies estate planning.

Fund performance to 31 May 2021

Source: Morningstar. Each fund is ranked against relevant peers with performance to the end of May 2022 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