Action
Online tools save you and your team time
Never miss a TD rollover again
Manage TD rollovers with ease.
Our automated reminder system will ensure you have plenty of time to decide what to do next.
Streamline administration
Link clients into meaningful groups. Reporting will be consolidated so you can review by portfolio or across the group.
Reduce paperwork and frustration with online corporate actions. Make corporate action elections online.
Manage SMSFs more easily. Add and record SMSF Member Interests and Balances all year round to ensure accurate reporting.
Give your clients the complete picture. Record non administered assets like property, cars and art in your client’s portfolio valuation.
Improve productivity and customer service
Everything you need to track, transact, research, report and manage the wealth under your management – all in one place.