Maintaining accurate records securely and monitoring your position is a vital part of being successful when investing.
Clients need to be informed constantly .If you’re not doing it someone else will.
Listed below are just some of the features available to you and your clients in order to keep the record straight.
Our online reporting tool is fully secured and accessible 24/7.
*Daily portfolio re-valuation of all securities
Portfolio reconstructions from online Chess, sponsored and ETO holdings
- Portfolio, includes margin accounts, equities, and options
- Reporting of equity holdings for long option positions
- Ticker for your daily option margin requirement
- Options and margin account reporting integration with your portfolio and tax reporting
- Real-time CMT account balance
- Daily CMT account balances
- Online corporate action Alert service
- Integrated investment strategy, and compliance tracking
- Integrated IRESS IOS2 trading interface
- Complete on-line platform for advisors, accountants and clients.
- The One stop solution from transaction processing, though to tax preparation and electronic lodgement of tax return for SMSF clients, or end of year Tax report for PersonalInvestors
- Manual uploads available for alternative asset classes.
Who does this appeal to?
- Stockbrokers who wish auto access the system for their clients
- Financial Planners who want to monitor their client’s holdings.
- Accountants and auditors who wish to have access to their client’s records.
- Individuals who need their transactions and records held in a secured environment.