WealthPortal offers you two distinct investment packages, both of which enable you to transact, administer and report across the range of investment types.
Products and Services
Compare WealthPortal Investment Packages
WRAP+ encompasses traditional products, whereas UMA VANTAGE enables the management of more sophisticated investment types.
Simple or Complex
WealthPortal WRAP+
is just that – a traditional WRAP – plus SMA model portfolios, Term Deposit Hub and high interest savings account. A great choice for most investors.
WealthPortal UMA VANTAGE
is designed for investors with more complex portfolios – and is ideal for many SMS clients. It handles all assets and liabilities including: directly held shares, warrants, collectibles and property.
Super or SMSF
RetireSelect
Super and Pension
offers more capabilities than the average retail super fund and is appropriate for both small and large superannuation balances. More
SMSF Services
an end to end solution offering daily member interest reporting, ongoing administration of the SMSF, preparation of ATO formatted reports, compliance, audit and tax lodgement. More
The choice is yours
The nature of your client’s holdings and their reporting requirements will determine which investment option is best.