Portfolio solutions

Let us support you, support your clients.

Core Portfolio Service is our fully integrated portfolio management solution. It will help you streamline administration, simplify tax reporting and generate more than 20 in-depth, tailored reports quickly and easily. It leaves you more time to dedicate to your clients, so you can continue to put them first.

We currently administer over $8bn of direct equities portfolios on behalf of some of Australia's leading platforms including BT, Asgard and Oasis (Money One).

Here are just some of the key reasons they choose our portfolio solutions:

• Mailing address services provided, eliminating costly and time-consuming share registry correspondence and paperwork from your advisors life.
• Cost base and tax parcelling all done by us, including management of capital gains via a 'minimise gain' parcel matching method.
• Dividend and distribution income receipted, reconciled and reported.
• Corporate actions online service allowing your advisors to lodge instructions and nominate participation electronically.