Chant West Platform Rating

 

5 Apple – Highly Recommended is the highest Chant West rating for a platform. To earn 5 apples, a platform must have scored highly across most of our key areas of assessment which include adviser services, investments, fees, client services and organisation.

4 Apple – Recommended is the second highest Chant West rating for a platform. To earn 4 apples, a platform must have scored highly across some of our key areas of assessment which include adviser services, investments, fees, client services and organisation.

3 Apple – Approved is the third highest Chant West rating for a platform. To earn 3 apples, a platform must have scored at least moderately across most of our key areas of assessment which include adviser services, investments, fees, client services and organisation, with areas of potential improvement identified.

Our methodology

The rating takes five main criteria into account: adviser services, investments, fees, client services and organisational strengths. See our methodology here.

Rating Platform Name Assets ($) Clients Website
DASH Super Simplifier* 1.0 billion 2,000 www.dash.com.au
Expand 75 billion 211,000 myexpand.com.au
FirstWrap Plus 18 billion 36,000 www.colonialfirststate.com.au/firstwrap
Grow Wrap 2.3 billion 8,200 www.wrapinvest.com.au
HUB24 63 billion 70,000 www.hub24.com.au
Macquarie Consolidator II 120 billion 210,000 www.macquarie.com.au/wrapofferdocs
MyNorth 55 billion 290,000 www.northonline.com.au/mynorth
Netwealth Accelerator 70 billion 128,000 www.netwealth.com.au
Panorama 101 billion 249,000 www.panorama.com.au
Voyage 2.4 billion 12,200 www.wrapinvest.com.au/voyage.html

* For DASH, the rating only applies to the super component of the platform and not the IDPS component.

Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.

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