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세부

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WealthPortal 주요 특징

• Reduced Paperwork
  WealthPortal helps reduce the paperwork and passwords needed for managing portfolios across different platforms.
• Time-Saving Tools
  The tools are designed to help you and your team save time during administration and tax season.
• Investment Platform
  WealthPortal is a platform for advisers to manage various types of investments like shares, managed funds, and term deposits.
• Multiple Asset Types
  You can handle different types of investments like property, cash, and ASX-listed securities without needing multiple accounts.
• Efficient Transactions
  You can buy and sell various assets using one order pad, saving time.
• Portfolio Administration
  WealthPortal helps you manage both simple and complex portfolios easily.
• Investment Service Packages
  Choose between two packages: WRAP+ for simple portfolios and UMA Vantage for complex ones.
• Corporate Actions and Alerts
  You can manage corporate actions and receive alerts for term deposit maturities.
• Online Research and Reporting
  You can do research, transact, and view reports online, making it easier to manage investments.
• Consolidated Client Management
  You can see and manage all your clients' investments and superannuation in one place.
• Streamlined SMSF Administration
  The SaaS makes it easier to manage SMSF administration and compliance.

WealthPortal 혜택

• Faster Transactions
  You can buy and sell different types of investments quickly using one order pad, which makes the process more efficient.
• Consolidated Reporting
  It helps you see all your clients' investments in one place, making it easier to understand their overall financial situation.
• Time Savings for Teams
  The tools help your team spend less time on administration, allowing them to focus on more important tasks.
• Simplified Tax Planning
  It allows you to plan for taxes anytime, making it easier to make decisions throughout the year.
• Streamlined Administration
  It reduces the need for multiple accounts, saving time and effort in managing different investments.
• Variety of Investment Options
  You have access to many different types of investments, which can help meet diverse client needs.

누가 WealthPortal을 사용해야 하나요?

• Advisers
  Advisers can save time by using one platform to manage different clients' investments and reports.
• Investors
  Investors can see and manage all their investments in one place, making it easier to track their money.
• SMSF Managers
  SMSF managers can easily handle tax planning and compliance throughout the year with simple tools.
• Financial Planners
  Financial planners can streamline their work and focus more on helping clients instead of paperwork.
• Property Investors
  Property investors can manage their property investments along with other assets in one easy-to-use platform.

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배지

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WealthPortal 대안

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