Services we offer

Fundhouse Adviser offers a focused set of services designed to help financial advisers build successful, sustainable practices. Underpinning each service is the industry expertise and experience of our full Fundhouse team.

Fundhouse Adviser Practice Development Programme

We offer a practice development programme hosted in conjunction with Allan Gray in SA's major centres. The aim of the programme is to help advisers professionalise their practice and the industry. This is facilitated over 5 modules covering critical practice related topics and is presented in a practical, MBA-type manner to encourage advisers to learn from industry experts as well as from each other.
View Programme Outline

Fundhouse

Adviser Online

Limited Access

Fundhouse

Adviser Online

Full Access
 
No charge
You can always upgrade later
R500 (ex vat) per month
for 12 months
Manager Research - Fund Rating Report
Our rating opinion across various aspects of the fund
Manager Research - Fund Rating Note
A summary rating providing a concise opinion on each fund
Manager Research - Manager Updates
Regular business and fund updates for the managers and funds we have rated
Discussion Forum
A forum to raise issues and discuss topics with other independent advisers
Adviser Community
Facts and figures covering the Fundhouse Adviser online members
Market & Returns
Performance statistics covering the main market indices
Benchmark Your Practice
Compare your practice to industry norms and establish a high level market valuation
Articles & Insights
Local and international views and opinions spanning topics relevant to financial advice
Financial Planning Tools
Use this to evaluate financial planning system providers
Survey Insights
We post regular surveys and polls based on industry changes. See what your community is saying
Resources
Access useful and practical material to use within your practice
Q&A Services
Use this service to pose questions to the Fundhouse team which need a considered answer