Tax-Advantaged Investment Platform

MJ Hudson Allenbridge has a proprietary online due diligence and reporting platform called AdvantageIQ

This system is how we collect information, perform our analysis and deliver reports to our clients, across the tax-advantaged investment market. There are a number of services available to our clients on this platform:

• Panel Solutions – including panel creation, monitoring and due diligence research services
• Advantage Select – a curated product self-selection research subscription service
• Tax-Advantaged Investment Open Offer Database – A free listing and filtering service for advisers and managers (this does not include research)
• Data Collection Services – We are able to collect and package due diligence data from managers and provide these to our investors.

The system is fully auditable, tracking all changes made creating the audit trail required to meet our client’s compliance-related needs. The system allows us to collect information, perform our analysis and deliver reports to our clients. We are also able to provide live information feeds and access to moderated data and offer documentation, all delivered centrally via customisable online panel dashboard and product fact sheets.