The Viridian Select Offer

About what Viridian Select offers

Viridian Select is a selective licence group built by advisors for advisors. We offer quality financial advice businesses a strong, stable, yet innovative licensee to support you and your clients.
Viridian Select offers a model that stands alone from the institutional overlay. We are focused on advice and investing in efficiencies to help member firms grow their businesses.

Viridian Select gives you access to:

1. The scale of Viridian.
You can truly leverage capability and community across Viridian.

2. Business efficiency and technology.
Your business will benefit from compliance by design and best practice business management.

3. Exceptional research capability.
You can have direct access to investment specialists, research and APL development.

4. Transparent pricing.
Our licence services are delivered at a price point that reflects our capability and unique services.

We have open access to the systems, infrastructure and technology of Viridian. This combined scale and our commitment to quality allows us to deliver an efficient advice framework that’s in the client’s best interests.

Investment

Our investment offer is led by a stable and experienced portfolio management team with over 80 years experience building client portfolios.

The investment team:

Manages investment portfolios
Provides asset allocation analysis and positioning
Conducts manager and security research
Delivers broader market and macro analysis
Delivers a broad-based Approved Product List
Sets guidelines for managed discretionary account delivery across Viridian Select

Technology

Our approach to technology is focused on protecting you when delivering advice to your clients.

Our technology leverages tried and tested industry providers, coupled with a strong capability to develop technology into the future. As part of our commitment to technology innovation, we have developed a range of proprietary systems to help you better understand your business and your client base.

Professional development

Our approach to professional development is focused on providing access to quality professional development through a mix of online and face to face programs. This is supported through professional development days, focus groups and a strong commitment to ongoing education across both advice provision and business development.

Compliance

The foundation of everything we do is ensuring compliant, best interest outcomes. All of our processes are built to ensure compliance by design.

Our approach is designed around ongoing active supervision and monitoring. We work with you and your employees to understand the ‘why’ of compliance. Where possible we use technology and systems to identify areas for improvement.

By focusing on integration with the process of advice, our compliance framework ensures all stakeholders can have confidence in your advice approach.