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Comprehensive portfolio reporting
Measure, monitor and analyse investment performance, as well as asset exposures, against pre-defined portfolios and benchmarks.
3 flexible business models
Select from one of three models, including administration and tax reporting, mail house support and limited power of attorney modules.
Optimised, accurate taxation
Superior tax management through whole of portfolio tax reporting, combined with optimised CGT parcel selection and loss offsetting.
Automation equals lower costs
State of the art purpose built automation
enabling administration to be delivered
“onshore”, at significantly lower costs.
Complete system transparency
View source inputs for all system calculations, providing full transparency of portfolio performance and taxation outcomes.
Specialist options accounting
Ensure cost bases of exchange traded options,
and associated shares are accounted for
correctly at exercise, disposal and expiry.
Low, fixed fee options
Benefit from lowest quartile industry leading
fees, resulting in potentially significant
savings for you and your clients.
Compliance made easy
Maintain and archive compliance documents including Records of Advice, Fee Disclosure Statements and Fee Renewal Arrangements.
