Charter Hall Group (ASX:CHC) today announced financial advisers with clients invested in the Group’s Direct Property products can now export their client and transaction information through new automatic data feeds through XPLAN.
XPLAN is a comprehensive web-developed business solution for financial modelling, which includes client relationship management and a portfolio management system. Users of XPLAN range from single financial advisers through to large multi-level national dealer groups.
Charter Hall Direct Fund Manager, Steven Bennett, said this data feed service is an important enhancement and reinforces Charter Hall’s commitment to providing financial advisers with greater flexibility and choice as to how they do business with Charter Hall’s unlisted property products.
“We collaborate closely with financial advisers, and their feedback has been that data feeds for XPLAN will help improve their business efficiency and enhance the service they provide to their customers. We believe the overall process between advisers, unit registry services and us as the Fund Manager, will be improved.”
Advisers on XPLAN can contact Charter Hall Direct’s registry, Boardroom Limited, to request their clients be added to the XPLAN feed. “The automation provided through XPLAN reduces a number of administration burdens while increasing an advisers’ capacity to focus on providing the best advice possible to their clients.” he said.
Charter Hall Direct continues to deliver market leading returns for investors and its funds held five of MSCI/IPD’s top 10 core retail (unlisted) funds over the 12 month period to 31 December 2015. Charter Hall Direct currently has two compelling investment opportunities. The Direct Office Fund (DOF) invests in a high quality, long leased Australian office portfolio with an income yield starting at 6.6% pa. The Direct Industrial Fund No.3 (DIF3) is the third in a series of unlisted industrial property funds offered by the Group and has a starting income yield of 7.0% pa.
About Charter Hall
Charter Hall Group (ASX:CHC) is one of Australia’s leading fully integrated property groups, with over 24 years’ experience managing high quality property on behalf of institutional, wholesale and retail clients. Charter Hall has over $14.8 billion of funds under management across the office, retail and industrial sectors. The Group has offices in Sydney, Melbourne, Brisbane, Adelaide and Perth.
The Group’s success is underpinned by a highly skilled and motivated team with diverse expertise across property sectors and risk-return profiles. Sustainability is a key element of its business approach and by ensuring its actions are commercially sound and make a difference to its people, customers and the environment, Charter Hall can make a positive impact for its investors, the community and the Group.
For further information, please contact:
Communications Manager Charter Hall T +61 2 8651 9223 firstname.lastname@example.org
Shed Media T+61 2 99678894 email@example.com