Smarter portfolio solutions for independent financial advisers
Built for advisers. Backed by research.
AWAG Portfolio Services deliver scalable, compliant, and research-backed portfolios so you can focus on your clients and your business.
We partner with independent financial advisers to provide investment solutions that are tailored, audit-ready, and branded for your practice.
Our model combines institutional-grade research with boutique level service to deliver fully customised portfolios.
Whether you’re a solo adviser or part of a larger team, we scale with you.
Elevate your practice with AWAG Portfolio Services.
Why AWAG?
White-labelled portfolios
Full-service investment support
Real-time insights and reporting
Automated compliance and documentation
What you get?
✅ More time for clients
✅ Stronger client retention
✅ Fully branded investment advice
✅ Integrated, audit-ready compliance
Our services
Customised portfolio construction
Built collaboratively with you and reviewed regularly. Recommendations are based on independent and institutional-grade research.
Our reports are client-ready and compliant.
Real-time portfolio insights
Instantly access asset allocation, performance, and risk metrics across all clients with ongoing support from our team.
Compliance and risk management
Automated documentation, XPLAN integration, and audit-ready systems. Less admin, less risk and more time to manage your clients and grow your business.
Contact us
Ready to elevate your practice? Contact us today.