The maintenance of investment records is both a time-consuming and an increasingly burdensome task.
The professional maintenance of portfolios provides clients with more time to enjoy life and gives them peace of mind.
PORTFOLIOLINK’S Administrative Service offers clients and their advisers an opportunity to have all the paperwork and problems involved with running an investment portfolio taken away while leaving total control of the management of the portfolio in clients and their advisers’ hands.
Our service eliminates the need for clients to wait for a statement to check valuations, or sort through the shoebox of dividend and corporate action notifications. By keeping all the information about a portfolio on one online system, both clients and their advisers are able to review and analyse the portfolio at any time.
PORTFOLIOLINK caters for all types of portfolios and their tax reporting requirements, including Individuals, Partnerships, Companies, Trusts, Superannuation and Self Managed Super Fund structures. It can record any type of security ranging from direct equities, options, fixed interest, managed funds and even direct property investments.
Our staff are tertiary qualified with many years of experience spread across accounting, financial services, banking and administration. Where necessary, PORTFOLIOLINK is able to access a range of specialist expertise.
PORTFOLIOLINK does not provide financial or tax advice. Reports generated by PORTFOLIOLINK do not constitute recommendations or opinions and are not intended, by themselves, to influence any person in making a decision in relation to their investments. If an individual has any questions they should speak with their adviser.
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