Products and Services

WealthPortal offers you two distinct investment packages, both of which enable you to transact, administer and report across the range of investment types.


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

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.

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