Software
Assetpilot for Advisors
Connecting Investors, Advisors and Asset Managers
An end-to-end investment philosophy built on lifecycle planning, intelligent software, and aligned partnerships.
Guiding Principles Behind AssetPilot
AssetPilot’s mission is to foster a truly collaborative relationship between the investor, advisor, and asset manager. By closing the gaps in the investment process, we minimize risk, avoid unsuitable advice, and help clients achieve their financial goals.
Our life cycle and outcome based approach integrates asset management and financial planning to deliver targeted, real return investment solutions tailored to specific time horizons.
An Integrated Financial Services Firm
AssetPilot, powered by MiPlan Pty Ltd, is a registered financial services company offering a fully integrated investment planning solution. At the core is our proprietary software designed to enable liability matching and long term lifestyle planning.
Our inhouse expertise and control over key systems allow us to deliver efficient, effective, and client focused investment outcomes.
Empowering Advisors, Enhancing Client Outcomes
AssetPilot partners with financial advisors by providing deep planning insights, seamless investment implementation, and client centric solutions – while preserving the independence of the advisor. Our goal is to empower you to offer best in class advice and services at every step of the journey.
AssetPilot Accredited Strategic Planning
AssetPilot helps advisors elevate their practice with tools, training, and technology that simplify the complex process of building personalised, goals based investment plans. It combines cutting edge financial planning software with best in class investment products, helping planners:
- Craft customised financial plans
- Seamlessly match clients with appropriate unit trusts
- Access efficient, cost effective admin platforms
- Deliver detailed investment reporting
- Build profitable, future ready advisory businesses