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Online Reporting
We are committed to making sure you remain fully informed about your clients’ affairs 24 hours a day.
All advisers and their clients are provided with log-on details allowing access to comprehensive online reporting and ensuring transparency to the underlying assets. Advisers also receive a trade advice each time a security is bought or sold on their client’s behalf. On our protected secure site you will be able to generate reports such as the:
- Valuation report
- Cash transactions report
- Securities transactions report
- Dividends or distributions paid or payable
- Realised and unrealised Capital Gains report
To learn more complete our online enquiry form or call 1300 720 479.
Private Portfolio is our premium service where one of our investment managers can actively manage your clients' investment portfolio. All advisers have 24hour online access to their client's holdings.
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Wilson HTM provides a number of model portfolio solutions for advisers wishing to provide their clients with a direct equities solution.
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