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.
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.
Single-sitting digital process
With an end-to-end, interactive online process, you can plan your clients’ investments and onboard them in a single interaction. No paperwork.
True OUTcomes-based investing
Our platform is built to focus on clients’ long-term goals, tracking them all the way to completion.
Choose the way you want to work
Remote, virtual or face-to-face. You have the ability to service your clients according to your (and their) schedule.
Ongoing advice simplified for you
Because your clients’ investments are constantly tracked and monitored, they will know where they stand and how to react at any given time.
High quality investing
Our powerful, automated system suggests the perfect fund from our portfolio. Each fund is constructed using an evidence-based approach.
Low cost
Our funds and digital system have been created from scratch to keep fees incredibly low. Our model is called the ONEfee and can boost outcomes dramatically.
Single-sitting digital process
With an end-to-end, interactive online process, you can plan your clients’ investments and onboard them in a single interaction. No paperwork.
True OUTcomes-based investing
Our platform is built to focus on clients’ long-term goals, tracking them all the way to completion.
Choose the way you want to work
Remote, virtual or face-to-face. You have the ability to service your clients according to your (and their) schedule.
Ongoing advice simplified for you
Because your clients’ investments are constantly tracked and monitored, they will know where they stand and how to react at any given time.
High quality investing
Our powerful, automated system suggests the perfect fund from our portfolio. Each fund is constructed using an evidence-based approach.
Low cost
Our funds and digital system have been created from scratch to keep fees incredibly low. Our model is called the ONEfee and can boost outcomes dramatically.
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 radically low and revolutionary fee model is designed to give your clients more out of their investments.
Find out more
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.
Learn more
Source: Morningstar. Each fund is ranked against relevant peers with performance to the end of December 2023 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!”
