Count Financial has signalled its intention to reprice the fees attached to its wealth-e-account as part of the firm's continuing review of its operations.
Count chief executive Andrew Gale said as part of the review, Count will be shifting the platform's fee structure away from a price per fund or per security to a portfolio-based pricing.
The firm will also seek the addition of another platform as part of stage two of the review.
Gale said the new pricing model will also adopt a sliding scale and would incorporate two scales, one for investment business and one for superannuation business.
He said because Count is conscious of making the changes while making sure it remains competitive, the platform changes will happen in two stages, with fees implemented in 2011 and the inclusion of an additional platform in 2013.
Gale also revealed further details about Count's relationship with new software partner Iress Market Technology.
He said the new financial planning software will be implemented over the next 12 months, with the firm running a pilot program in December and January and the full rollout scheduled for March 2011.
As part of the Iress transition, Gale said eight Count staff would move across to Iress.
In 2011, Gale said the firm expects to add to its self-managed superannuation fund offering with the group looking at new direct investments, shares, exchange-traded funds, cash and property options.
He said the firm also intends to look at much more "sophisticated solutions" in post-retirement, particularly in areas of portfolio construction and estate planning.
Meanwhile, ASIC has called for a seven-day exposure extension to Count Financial subsidiary Countplus's impending initial public offer (IPO).
Countplus lodged its IPO prospectus with the corporate regulator earlier this month.
