Stockspot's Partner Program gives you access to Australia's most sophisticated digital investment advice software, education and support. Stockspot will help you look after your clients and grow your business.
Register now to start accessing Stockspot partner benefits.
Designed to simplify your life
Our Partner Program is designed to save you time and give your clients the best possible investment experience.
Personalised investment advice
No need to refer to a financial planner for your clients' investments. Stockspot provides personal advice to clients of all sizes.
Automated tax reporting
Access full performance reports to make tax reporting more efficient. Stockspot also integrates with Class Super for SMSFs.
No conflicts of interest
You can be confident that all benefits go directly to your clients. Stockspot does not earn fees from the products we recommend.
Proven track record
Since our launch in 2014, the Stockspot investment strategies have built a strong performance track record and generated consistent returns for clients by having the right mix of assets.
| Topaz | Emerald | Turquoise | Sapphire | Amethyst | |
|---|---|---|---|---|---|
| Financial year 2017 | Topaz: 10.26 % | Emerald: 8.07 % | Turquoise: 6.61% | Sapphire: 5.87 % | Amethyst: 5.05 % |
| Financial year 2016 | Topaz: 1.36 % | Emerald: 2.45 % | Turquoise: 2.88% | Sapphire: 2.74 % | Amethyst: 2.79 % |
| Financial year 2015 | Topaz: 8.75 % | Emerald: 7.42 % | Turquoise: 7.30% | Sapphire: 7.51 % | Amethyst: 7.72 % |
| Annualised return since inception | Topaz: 8.14 % | Emerald: 6.94 % | Turquoise: 6.50 % | Sapphire: 6.23 % | Amethyst: 5.88 % |
| Distribution yield (year to date) | Topaz: 3.24 % | Emerald: 3.24 % | Turquoise: 2.98 % | Sapphire: 2.76 % | Amethyst: 2.41 % |
The Stockspot Model Portfolios have been published since July 2013 and open for investment since May 2014. Total return data includes ETF fees and management fees based on the Silver fee tier up to 1 September 2017. Actual performance of your portfolio may vary from our published returns due to the timing of investments and rebalancing. Please refer to our Advice disclaimer, FSG and Benefits and risks.
Earn benefits to share with your clients
As a Stockspot partner, you'll gain access to Australia's most sophisticated robo-advice software, education and support. We'll help you look after your clients and grow your business
As more of your clients invest with us, you'll progress to a higher tier level and enjoy even more benefits.
"We've partnered with Stockspot to offer an investment option for parents saving up for their kids' education. For us it was important that any partnership was not conflicted with commissions so our clients can be confident that they're getting the best advice."
- Jack from Edstart
Become a Stockspot partner
If you already have a Stockspot for Professionals account, you can register for our Partner Program
via your professionals dashboard
Otherwise, enter your details below to get started.