Reporting and Administration

Centralise and maintain your investments with reporting and administrative tools:

Precisely monitor your investment performance by:

  • Measuring income and capital growth
  • Selecting custom date ranges
  • Assigning asset class performance to individual holdings

Produce detailed tax summaries to assist your tax calculations including:

  • Portfolio holdings summaries
  • Realised and unrealised CGT reports
  • Income and expense reports
  • Cash and investment transactional reports

View, maintain, control and report on your accounts via our unique technology:

  • Summary positions
  • Weightings and balance checks
  • Portfolio exposures and concentrations
  • 'Helicopter view' portfolio maintenance and control systems
  • Specialist systems enabling scalable investment management

Dedicated administrative support knowledgeable in the Financial Services industry:

  • Adept in procedures, requirements and documentation
  • Providing personal assistance with stock market administrative matters
  • Focusing on customer service

Data transfer to/from major data platforms including:

  • Custom data exports in multiple formats
  • Integration to various platforms
  • Ability to create and deploy a range of data feeds
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