Provide portfolio management advice to your client in an efficient, compliant, and flexible solution
Deliver personalised advise with the ability to create unique client portfolios designed to consider the specific requirements, preferences, and constraints a client may have.
Instantly create a customised Record of Advice (ROA) document for your client to ensure compliance.
Provide your clients a truly tailored portfolio management and monitoring service. All portfolios have an overlay of completely specific client rules, preferences and constraints.
Your clients portfolios are continuously and comprehensively tracked to their unique mandate. All portfolio actions are in line with a client best interest standard.
To view a demonstration of the features, contact us at *protected email* or 1300 363 053.