Online Portfolio Management
We are pleased to provide a service which allows our clients an easy access to their portfolio information.
If you are an existing client and you have a Portfolio Management account with us, please click on the button below to Log In.
The Key Benefits:
Your nominated brokers can send us contract notes and we will ensure that your portfolios are up to date.
Keep on top of your investments – by accurately monitoring portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments.
Make Better investment decisions – with portfolios revalued every day, on-line Portfolio Management Service provides up to date information at your finger tips which should help improve decision making.
As you would expect, security of data is paramount. The latest data security techniques are employed to protect client data.
All asset classes can be included; listed equities (shares, options and short sells), unlisted managed funds, private investments, syndicates, investment property and fixed interest investments.