InvestSmart Group (ASX:INV) and Market Matters partnership announcement

InvestSmart Group Limited (ASX:INV) has announced a white label partnership with Market Matters, introducing a new online investment solution. Market Matters will provide four diversified portfolios, including Australian income, Australian growth, emerging companies, and a core ETFs portfolio, managed directly by Market Matters. InvestSMART will handle administrative, compliance, and technological aspects using its proprietary digital platform.

Executive commentary on the partnership

Ron Hodge, InvestSMART CEO, expressed excitement about the partnership with Market Matters, emphasizing the shared vision of using technology to provide flexibility and investor-friendly investment solutions. He highlighted the recent enhancement allowing direct investments in individual shares, providing partners with more control and customization over portfolios. James Gerrish, Lead Portfolio Manager at Market Matters, praised InvestSMART's flexibility of technology and seamless integration with their portfolios, particularly the ability to offer HIN-based portfolios, ensuring clients retain full legal ownership of their underlying assets.

Summary of InvestSmart and Market Matters partnership

InvestSmart Group (ASX:INV) has partnered with Market Matters to launch a white label investment solution, offering diversified portfolios and individual securities. The collaboration aims to provide flexibility and investor-friendly investment solutions, catering to the evolving needs of investors. This partnership reflects a major shift in wealth management, addressing the varying levels of advice needed by different investor groups. The ability to invest in individual securities and the empowerment of financial advisers and wealth managers are key aspects of this initiative.