How to Select an Investment Platform?

 The decision of whether to invest in stocks or bonds, passive funds, etfs, actively managed or multi-managed funds, or DFM (Discretionary Fund Management) is often the hardest part of the investment process for customers. There are literally countless options for assets. However, if you choose the investment mix that is best for you, the platform you use can have a significant impact on how comfortable investing is for you.

A platform is nothing more than an online management system that enables the buying and selling of financial instruments. The following are some important factors to take into account while choosing a platform to house their wealth:


Charges and fees might be challenging to compare;


Due to the fact that they charge fees based on the value of the assets you hold on their platform, platforms are desperate to draw in assets under management. Some platforms entice you to place your money with them by offering eye-catching "special offers" administration costs. However, keep in mind that there may be additional, occasionally hidden fees, such as asset custody fees, FX transaction expenses, buy/sell transaction prices, and even fees for gaining access to your money or moving your investment to another platform.


Considering all available resources and research resources;


Many of the most recent systems provide clients with a vast array of investing alternatives at the click of a button. Making informed decisions in this era of information may depend on the speed and quality of the data available. The more basic systems only allow access to a very small selection of funds or even limit clients to a set of pre-selected portfolio models. In contrast, some platforms offer deep levels of research and fund information. If possible, spend some time investigating demonstration site access to make sure the platform offers all you require.


Make sure the platform has a solid enough financial foundation to withstand the test of time;


The cheapest option with platforms might not necessarily be the one that makes the most sense in the long run. A large and well-funded platform will have the resources to make ongoing investments in improving the platform's functioning. By doing this, you can be sure that you're getting the most recent financial information possible, that transactions are handled quickly, and that the company can continue to meet its regulatory duties.


Our team at Melbourne Capital Group has created an investment platform that gives our clients access to over 7,500 institutionally priced funds as well as direct stock purchases from the majority of the world's major exchanges. Our clients have the option of choosing one of our actively managed portfolios or investing in assets of their choosing.


Our seasoned management team went through a thorough evaluation process when developing a platform for our clients to make sure we could provide the ideal balance of cost effectiveness and operational excellence.

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