Testimonials .......

" Portfoliolink’s service means our investment clients are a lot more organised come tax time. We save a lot of wasted time not having to track down lost documents and information while the online access to portfolio valuations and transactions means we can log on any time to obtain all the information we need.  Clients are happy because their work is getting done faster without us having to continually harass them! "                   

Chartered Accountant


"I previously used wrap accounts to help track clients portfolios. Now I am aware of Portfoliolink’s service - which provides all the benefits of a wrap without the restrictions - I am moving all my clients across. Their service is also much cheaper for clients. A great service without having to deal with the big corporates.    

                            Certified Financial Planner

Welcome to PortfolioLink

The best decisions cannot be made without accurate and up-to-date information.  Keeping track of an investment portfolio is crucial for both the client and their adviser to make the right decisions about the client’s investments and to manage the client’s tax position.

 

Specifically designed with this in mind, PORTFOLIOLINK is a sophisticated online portfolio administration service that provides accurate and comprehensive reporting on individual portfolios.

PORTFOLIOLINK can assist anyone involved with managing an investment portfolio keep control of the administration of the portfolio.

                   This Includes:
 
                                                   Individual Investors
                                                   Accountants
                                                   Financial Planners
                                                   Stockbrokers
                                                   SMSF Administrators
                                                   Estate Administrators