Freely available to our clients, our App enables you to view, report and monitor your Investment Portfolios.
Whether you are a private investor, or an experienced financial professional servicing your clients, we empower you to be involved without the workload.
Interact with your Investment accounts to view all aspects of your portfolio including:
- Total Values and Asset Class Allocations
- Securities Data and Information
- Detailed Performance Reporting and Information
- Current Holdings and Balances
- Historical Investment Transactions
- Linked Cash Account Balances and Transactions
- Customisable Date Range Reporting and Data Export Functionality
Let us provide you with the information you require to successfully implement, maintain and manage your life long investments!